Terence Millard, financial advisor Lincoln NE
93 score

Terence Millard

CRD Number: 1792750
Current Firm: Smith Hayes Advisers Inc.

Terence Millard (CRD# 1792750) is an Investment Advisor Representative working at Smith Hayes Advisers Inc. in Lincoln, NE and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Columbus, NE Jul 2016 - Current < 1
Smith Hayes Financial Services Corp. Omaha, NE Jun 2002 - Current 14
Smith Hayes Advisers Inc. Omaha, NE Jun 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
S65 NASAA Investment Advisors Law Examination Mar 1994
Contact Info for Terence A. Millard
Phone Number: 402-476-3000
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    2,146
    MILLIONS
  • Total Number of Accounts
    2,174
    ACCOUNTS
  • Average Account Value
    $986,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI

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

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