Terri Canterbury, financial advisor Omaha NE
79 score

Terri Canterbury

CRD Number: 2972916
Current Firm: Cetera Advisor Networks LLC

Terri Canterbury (CRD# 2972916) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Omaha, NE and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Current 3
Alegent Health Care Systems Omaha, NE Mar 2012 - Current 4
Hsbc Bank Usa Troy, NY Oct 2006 - Current 10
Financial Network El Segundo, CA Sep 2012 - Dec 2012 < 1
Unemployed Omaha, NE May 2011 - Mar 2012 < 1
Cco Investment Services Corp. Albany, NY Dec 2005 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Terri A. Canterbury
Phone Number: 310-326-3100
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
79

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