1st Securities Management, Inc.
1st Securities Management, Inc. (CRD# 135757) is a financial advisory firm headquartered in Bad Axe, MI. They manage $7,216,835 in 24 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts24ACCOUNTS
Average Account Value$300,701
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
Terrence McMullen (CRD# 1750124) is an Investment Advisor Representative working at 1st Securities Management, Inc. in Bad Axe, MI and has over 30 years of experience in the finance industry. Terrence McMullen 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.