Terry Bonnett (CRD# 1502923) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 37 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concorde Investment Services, LLC | Livonia, MI | May 2020 - Current | 3 |
| Concorde Asset Management, LLC | Livonia, MI | May 2020 - Current | 3 |
| Concorde Investment Service, LLC | Livonia, MI | May 2019 - May 2020 | 1 |
| Concorde Asset Management, LLC | Livonia, MI | May 2019 - May 2020 | 1 |
| The Huntington Investement Company | Fishers, IN | Jun 2017 - May 2019 | 1 |
| Pnc Investments | Fishers, IN | Feb 2015 - Apr 2017 | 2 |
| Pnc Bank | Fishers, IN | Feb 2015 - Apr 2017 | 2 |
| Bankers Life & Casualty | Indianapolis, IN | Aug 2014 - Jan 2015 | < 1 |
| Sabbatical & Career Transition | Fishers, IN | Apr 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2001 |
- IN
- MI
-
Total Assets Under Management395MILLIONS
-
Total Number of Accounts2,510ACCOUNTS
-
Average Account Value$157,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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