Terrell Dunphy, financial advisor Naples FL
93 score

Terrell Dunphy

CRD Number: 3100676
Current Firm: Charles Schwab & Company, Inc.

Terrell Dunphy (CRD# 3100676) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Naples, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Naples, FL Feb 2005 - Current 11
Charles Schwab & Company, Inc. Naples, FL Apr 2000 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Terrell C. Dunphy
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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

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