Brian Terry (CRD# 4046558) is an Investment Advisor Representative working at Blue Marlin Advisors, LLC in Winter Park, FL and has over 24 years of experience in the finance industry. Brian Terry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Abbt Venture, LLC | Winter Park, FL | Apr 2021 - Current | 3 |
| Blue Marlin Advisors, LLC | Winter Park, FL | May 2019 - Current | 4 |
| Brian Terry | Winter Park, FL | Dec 2016 - Oct 2019 | 2 |
| Cornerstone Planners, LLC | Orlando, FL | Nov 2015 - Dec 2016 | 1 |
| Liberty Mutual Insurance | Boston, ME | Jan 2003 - Oct 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
- AL
- CA
- FL
- NM
- TX
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$139,538
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, CA, FL, NM, TX
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