Terrence McCue, financial advisor Getzville NY
96 score

Terrence McCue

CRD Number: 1422035
Current Firm: Legend Advisory, LLC

Terrence McCue (CRD# 1422035) is an Investment Advisor Representative working at Legend Advisory, LLC in Getzville, NY and has over 32 years of experience in the finance industry. Terrence McCue 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.

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Professional Designations
Company Name Location Dates Years
Lincoln Investment Getzville, NY Jan 2017 - Current 1
Legend Advisory Corporation Palm Beach Gardens, FL Jan 2011 - Current 7
Legend Equities Corporation Williamsville, NY Jan 1994 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
Contact Info for Terrence J. McCue
Phone Number: (866) 774-8671
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,943
    MILLIONS
  • Total Number of Accounts
    25,818
    ACCOUNTS
  • Average Account Value
    $75,272
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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
96
Clean Record
This advisor has a clean track record with regulators.

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