Terrell Pickett, financial advisor West Valley City UT

Terrell Pickett

CRD Number: 5455780
Current Firm: Lpl Financial LLC

Terrell Pickett (CRD# 5455780) is an Investment Advisor Representative working at Lpl Financial LLC in West Valley City, UT and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Mountain America Credit Union West Valley, UT Oct 2021 - Current 2
Lpl Financial LLC West Valley, UT Oct 2021 - Current 2
Wells Fargo Clearing Services, LLC Murray, UT Nov 2016 - Oct 2021 4
Wells Fargo Bank, N.a. Murray, UT Oct 2005 - Oct 2021 16
Wells Fargo Advisors LLC Murray, UT Jan 2011 - Nov 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Terrell M. Pickett
Phone Number: 704-733-3300
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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
  • Other
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, WY

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