Terrence Scroggin, financial advisor Klamath Falls OR
93 score

Terrence Scroggin

CRD Number: 4583317
Current Firm: 1st Global Advisors Inc.

Terrence Scroggin (CRD# 4583317) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Klamath Falls, OR and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Insurance Services, Inc. Klamath Falls, OR Jan 2004 - Current 12
Molatore, Scroggin, Peterson & Co, LLP Klamath Falls, OR Jul 2003 - Current 13
1st Global Capital Corp. Klamath Falls, OR Sep 2002 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Terrence J. Scroggin
Phone Number: 214-294-5000
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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