Terry Roberts (CRD# 860521) is an Investment Advisor Representative working at Pck Investments in Martindale, TX and has over 24 years of experience in the finance industry.
CRD# 5553208
Transce3nd LLC
CRD# 6235984
Edward Jones
CRD# 6106468
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pvk Investments | Martindale, TX | May 2008 - Current | 15 |
| The Variable Annuity Marketing Company | Houston, TX | Oct 1978 - Current | 45 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- TX
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts152ACCOUNTS
-
Average Account Value$212,217
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
TX
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