Terrence Crowley
Terrence Crowley is a registered investment advisor at LPL Financial LLC, based in Arlington Heights, IL, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
131 W Wing St, Arlington Heights, IL, 60005
Get directionsHistory
Regulatory History (5)
Customer Dispute
July 2005Employment Separation After Allegations
April 2002Customer Dispute
September 2001Customer Dispute
January 1995Customer Dispute
October 1988Other Business Activities
Terrence operates Providence Private Wealth as a DBA for his LPL business and GWM Advisors, LLC. He also provides investment advisory services through NewEdge Advisors, LLC, dedicating about 60-70% of his time to these investment-related activities, and spends about 10-20% of his time as a caregiver for his disabled son.
Employment History
Current Registrations
LPL Financial LLC
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.