Terry Varner, financial advisor State College PA
93 score

Terry Varner

CRD Number: 1077374
Current Firm: Mml Investors Services, LLC

Terry Varner (CRD# 1077374) is an Investment Advisor Representative working at Mml Investors Services, LLC in State College, PA and has over 33 years of experience in the finance industry.

Similar Advisors
Mack Courter, financial advisor State College PA
Mack R. Courter
CRD# 4422796
Courter Financial, LLC
Score
107
Similar Advisors
Curtis Ishler, CFP®, financial advisor State College PA
Curtis F. Ishler, CFP®
CRD# 6261821
Morgan Stanley
Score
99
Similar Advisors
Christopher Botamer, financial advisor State College PA
Christopher C. Botamer
CRD# 1039894
Botamer Financial
Score
96
Company Name Location Dates Years
Massachusetts Mutual Life Ins. Company Springfield, MA Apr 1997 - Current 19
Mml Investors Services, Inc. State College, PA Apr 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
Contact Info for Terry R. Varner
Phone Number: (413)737-8400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Terry Varner and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.