Terry Gries (CRD# 5571152) is an Investment Advisor Representative working at Lpl Financial LLC in Baxter, MN and has over 15 years of experience in the finance industry.
CRD# 4522588
Wells Fargo Advisors
CRD# 1661105
Raymond James Financial Services Advisors, Inc.
CRD# 5487548
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Monticello, MN | Apr 2019 - Current | 5 |
| Riverwood Bank | Monticello, MN | Apr 2019 - Current | 5 |
| Wachovia Securities | Minnetonka, MN | Nov 2010 - Apr 2019 | 8 |
| The Oak Ridge Financial Services Group, Inc. | Golden Valley, MN | Jan 2008 - Apr 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- MN
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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