Terry Bonnett is a registered investment advisor, based in Fishers, IN, with 35 years of industry experience.
Location
Fishers, IN
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Regulatory History
Clean regulatory record
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 Activities
Terry is a co-owner of Lucky Me T Shop LLC, designing and selling t-shirts online. Terry also works as a driver for Uber, Lyft, and Doordash, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Aurora SecuritiesBroker
January 2025 - Present · 1 yr 4 mos
Secure Asset Management, L.L.C.
January 2025 - Present · 1 yr 4 mos
Aurora Securities
January 2025 - Present · 1 yr 4 mos
Previous Registrations
LPL Financial LLC
October 2024 - January 2025 · 3 mos
LPL Financial LLCBroker
October 2024 - January 2025 · 3 mos
Concorde Investment Services, LLCBroker
May 2019 - September 2024 · 5 yrs 4 mos
Concorde Asset Management, LLC
May 2019 - September 2024 · 5 yrs 4 mos
Huntington Financial Advisors
June 2017 - May 2019 · 1 yr 11 mos
The Huntington Investment CompanyBroker
June 2017 - May 2019 · 1 yr 11 mos
PNC InvestmentsBroker
March 2015 - April 2017 · 2 yrs 1 mo
PNC Investments
March 2015 - April 2017 · 2 yrs 1 mo
Schwab Private Client Investment Advisory, INC.
January 2012 - April 2013 · 1 yr 3 mos
Charles Schwab & CO., INC.
August 2001 - December 2011 · 10 yrs 4 mos
Charles Schwab & CO., INC.Broker
August 1992 - April 2013 · 20 yrs 8 mos
Lehman Brothers INC.Broker
March 1987 - December 1990 · 3 yrs 9 mos
First Jersey Securities, INC.Broker
July 1986 - December 1986 · 5 mos
State Registrations47 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.