Terry Dresbach, financial advisor Jacksonville NC

Terry Dresbach

CRD Number: 6877542
Current Firm: Prudential Financial Planning Services

Terry Dresbach (CRD# 6877542) is an Investment Advisor Representative working at Prudential Financial Planning Services in Jacksonville, NC and has over 6 years of experience in the finance industry.

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First Citizens Investor Services, Inc.
Company Name Location Dates Years
Prudential Insurance Company Of America Charlotte, NC Jan 2020 - Current 4
Pruco Securities, LLC Charlotte, NC Oct 2019 - Current 4
First Command Financial Planning, Inc. Fort Worth, TX Feb 2018 - Oct 2019 1
First Command Advisory Services, Inc. Fort Worth, TX Feb 2018 - Oct 2019 1
First Command Financial Insurance Services, Inc. Fort Worth, TX Feb 2018 - Oct 2019 1
First Command Financial Planning, Inc. Fort Worth, TX Nov 2017 - Feb 2018 < 1
Unemployed Maple Hill, NC Jun 2017 - Feb 2018 < 1
Department Of The Navy, Headquarters U.s. Marine Corps Washington, DC Apr 2010 - Jun 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2018
Contact Info for Terry M. Dresbach
Phone Number: 800-235-7637
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    16,379
    MILLIONS
  • Total Number of Accounts
    113,575
    ACCOUNTS
  • Average Account Value
    $144,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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

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

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