Terry Mclemore is a registered investment advisor, based in Edmond, OK, with 40 years of industry experience.
Location
Edmond, OK
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Terry is an insurance agent selling insurance products through Avantax Insurance Agency/Services, dedicating a few hours per week. Terry is also the President of McLemore & Associates, LLC, offering wealth management and financial planning services full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
Wfg Advisors, LP
Century Advisors, LLC
Wfg Investments, INC.Broker
Spelman & CO INC
Spelman & CO., INC.Broker
Century Investment Group IncorporatedBroker
Principal Financial Securities,inc.Broker
Lehman Brothers INC.Broker
Dean Witter Reynolds INC.Broker
Ameritas Investment CORP.Broker
State Registrations7 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.