Terry Stanfill
Terry Stanfill is a registered investment advisor at LPL Financial LLC, based in Grand Blanc, MI, with 37 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
11400 Grand Blvd, Grand Blanc, MI, 48439
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Regulatory History (1)
Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Terry is involved in several outside business activities, including tax preparation, being a SmartVestor Pro, owning rental real estate, and acting as a FINRA arbitrator. Terry also works as a non-variable insurance agent and serves as a commissioner and board member for the City of Grand Blanc, MI.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
M.R. Spencer Advisory Services, LLC
Grove Point Investments, LLCBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
First of Michigan CorporationBroker
State Registrations19 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.