Terry Tolbert
Terry Tolbert is a CFP-designated registered investment advisor at LPL Financial LLC, based in Viera, FL, with 40 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
7380 Murrell Road, Suite 100, Viera, FL, 32940
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Terry is an insurance producer/broker with Allen & Company of Florida, LLC since 2020, and an insurance agent with Athene Annuity & Life Insurance Co since 2023, both involving non-variable insurance. These activities require minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Allen & Company of Florida, LLC
Allen & Company of Florida, LLCBroker
Allen & Company of Florida, LLC
Allen & Company of Florida, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations27 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.