Terrell Boone, financial advisor Saluda SC
93 score

Terrell Boone

CRD Number: 5469882
Current Firm: Suntrust Investment Services, Inc.

Terrell Boone (CRD# 5469882) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Saluda, SC and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services Inc. Atlanta, GA Oct 2014 - Current 2
Fifth Third Securities Tampa, FL May 2013 - Oct 2014 1
Suntrust Investment Services, Inc. Atlanta, GA Feb 2012 - May 2013 1
Securities Service Network Tampa, FL Sep 2009 - Feb 2012 2
Signator Investors Inc. Tampa, FL Apr 2008 - Sep 2009 1
Mass Mutual Financial Group Tampa, FL Aug 2007 - Mar 2008 < 1
Unemployed Tampa, FL Apr 2007 - Aug 2007 < 1
Novastar Financial Tampa, FL Dec 2006 - Apr 2007 < 1
Bank Of America Tampa, FL Aug 2006 - Jan 2007 < 1
H & R Block Mortgage Tampa, FL Mar 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Terrell C. Boone
Phone Number: 404-813-8981
Registered State(s):
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • 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)
  • 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, RI, SC, SD, TN, TX, UT, VA, 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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