Terry Beauchamp, financial advisor Laguna Niguel CA

Terry Beauchamp

CRD Number: 3167036
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Terry Beauchamp (CRD# 3167036) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Laguna Niguel, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America,na Newport Coast, CA Nov 2009 - Current 14
Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Coast, CA Oct 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Terry J. Beauchamp
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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