Terry Mobley, financial advisor Jackson MS
83 score

Terry Mobley

CRD Number: 1816737
Current Firm: Infinex Investments, Inc.

Terry Mobley (CRD# 1816737) is an Investment Advisor Representative working at Infinex Investments, Inc. in Jackson, MS and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Dec 2013 - Current 3
Bancorpsouth Investment Services, Inc. Jackson, MS Apr 2008 - Current 8
Uvest Financial Services Group, Inc. Panama City Beach, FL Feb 2006 - Apr 2008 2
Trustmark National Bank Jackson, MS Sep 2004 - Apr 2008 3
Trustmark Securities, Inc. Panama City Beach, FL Sep 2004 - Apr 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1993
S65 NASAA Investment Advisors Law Examination Jan 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Terry L. Mobley
Phone Number: 203-599-6000
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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