Theodore Terzian (CRD# 2208785) is an Investment Advisor Representative working at Blue Water Asset Management in Lansing, MI and has over 32 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silver Oak Securities, Inc. | Lansing, MI | Jan 2022 - Current | 2 |
| Blue Water Asset Management | Lansing, MI | Jun 2015 - Current | 8 |
| Lpl Financial LLC | Lansing, MI | Feb 2018 - Jan 2021 | 2 |
| Invest Financial Corporation | Lansing, MI | Mar 2011 - Feb 2018 | 6 |
| Capital Asset Advisory Services, LLC | Williamston, MI | Mar 2011 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management335MILLIONS
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Total Number of Accounts1,695ACCOUNTS
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Average Account Value$197,481
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Pension consulting services
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