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Terry Sandercock

41 Years of Experience
Allentown, PA
2 DisclosuresBroker

Terry Sandercock is a registered investment advisor at Wells Fargo Advisors, based in Allentown, PA, with 41 years of industry experience. Terry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4905 W Tilghman St 3rd Fl, [L3-Rbo], Allentown, PA, 18104

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2008
Denied
Customer Dispute
September 2008
Settled
Employment History
Current Registrations
Wells Fargo Advisors
November 2006 - Present · 19 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
October 2006 - Present · 20 yrs
Previous Registrations
UBS Financial Services INC.Broker
March 2001 - October 2006 · 5 yrs 7 mos
First Union Securities, INC.Broker
October 1999 - April 2001 · 1 yr 6 mos
First Union Capital Markets CORP.Broker
January 1991 - October 1999 · 8 yrs 9 mos
Butcher & Singer INC.Broker
June 1989 - January 1991 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1987 - March 1989 · 2 yrs 2 mos
Thomson Mckinnon Securities INC.Broker
December 1985 - January 1987 · 1 yr 1 mo
Robinson & Robinson, INC.Broker
September 1984 - December 1985 · 1 yr 3 mos
State Registrations21 states
CACODCDEFLGAIAINMAMDMINCNJNYOHPASCTXVAVTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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