Terry Lovison, financial advisor Indianapolis IN
93 score

Terry Lovison

CRD Number: 4457851
Current Firm: Thurston, Springer, Miller, Herd & Titak, Inc.

Terry Lovison (CRD# 4457851) is an Investment Advisor Representative working at Thurston, Springer, Miller, Herd & Titak, Inc. in Indianapolis, IN and has over 15 years of experience in the finance industry.

Similar Advisors
Tod Utter, financial advisor Indianapolis IN
Tod M. Utter
CRD# 2807887
I4 Advisors LLC
Score
103
Similar Advisors
Martin Armbruster, financial advisor Indianapolis IN
Martin J. Armbruster
CRD# 1068568
Treybourne Wealth Planners
Score
101
Similar Advisors
Thomas Hardin, financial advisor Indianapolis IN
Thomas L. Hardin
CRD# 838414
Canterbury Investment Management, LLC
Score
101
Company Name Location Dates Years
Thurston, Springer, Miller, Herd & Titak, Inc . Indianapolis, IN Sep 2001 - Current 15
Thurston, Springer, Miller, Herd & Titak, Inc . Indianapolis, IN Sep 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination Jun 2004
Contact Info for Terry L. Lovison
Phone Number: 317-581-4000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    274
    MILLIONS
  • Total Number of Accounts
    1,035
    ACCOUNTS
  • Average Account Value
    $265,175
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, GA, IL, IN, KY, NC, NH, OH, PA, TN, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.