Terry SchnareCRD Number: 1427180
Current Firm: Advantage Investment Management, LLC
Terry Schnare (CRD# 1427180) is an Investment Advisor Representative working at Advantage Investment Management, LLC in Peterborough, NH and has over 32 years of experience in the finance industry.
On Investment Management Co
|Advantage Investment Management LLC||Naples, FL||Apr 2014 - Current||3|
|Lpl Financial LLC||Naples, FL||Mar 2014 - Current||4|
|Westport Resources Investment Services, Inc.||Naples, FL||Mar 2011 - Mar 2014||3|
|Wachovia Securities, LLC||Naples, FL||Aug 2004 - Mar 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
|S65||NASAA Investment Advisors Law Examination||Aug 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Customer Dispute
Total Assets Under Management689MILLIONS
Total Number of Accounts4,741ACCOUNTS
Average Account Value$145,367
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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