Terrence McCreanor, financial advisor Marco Island FL

Terrence McCreanor

CRD Number: 326267
Current Firm: Ameriprise Financial Services, LLC

Terrence McCreanor (CRD# 326267) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marco Island, FL and has over 35 years of experience in the finance industry.

Similar Advisors
Thomas Abood, financial advisor Marco Island FL
Thomas G. Abood
CRD# 2305670
Truist Advisory Services, Inc.
Similar Advisors
Timothy Agne, financial advisor Marco Island FL
Timothy M. Agne
CRD# 6796698
Charles Schwab & Company, Inc.
Similar Advisors
Omar Alcazar, financial advisor Marco Island FL
Omar Alcazar
CRD# 6873629
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Ameriprise Financial Services Inc. Marco Island, FL Feb 2017 - Current 5
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Feb 2017 2
Morgan Stanley Smith Barney Naples, FL Jun 2009 - Feb 2017 7
Morgan Stanley & Company Naples, FL Sep 2007 - Feb 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
Contact Info for Terrence J. McCreanor
Phone Number: 612-671-3131
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    458,068
    MILLIONS
  • Total Number of Accounts
    1,860,870
    ACCOUNTS
  • Average Account Value
    $246,158
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Terrence McCreanor and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.