Terence Barnett
Terence Barnett is a registered investment advisor at LPL Financial LLC, based in Stamford, CT, with 39 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
263 Tresser Blvd. First Floor, Stamford, CT, 06901
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Terence operates under the DBA American Strategic Advisors for his LPL business since 2020. He also sells non-variable insurance for United Healthcare, dedicating a few hours per week, and has an approved ebook, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Gkn Securities CORP.Broker
Corporate Securities Group, INC.Broker
Gilford Securities IncorporatedBroker
The Stuart-James Company, IncorporatedBroker
The Stuart-James Company, IncorporatedBroker
State Registrations9 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.