Terry Mebane is a registered investment advisor at Osaic Wealth, INC., based in Tyler, TX, with 32 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
212 Old Grande Blvd. Suite A214, Tyler, TX, 75703
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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 officiates high school football games, sells life insurance and annuities, sells and services advisory accounts, refers prospects for property and casualty insurance, and is a city councilmember. Selling insurance and servicing advisory accounts takes about a quarter of Terry's time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
MML Investors Services, LLCBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
Safeco Investment Services, INC.Broker
Morgan Stanley Dw INC.Broker
Safeco Investment Services, INC.Broker
Capital Brokerage CorporationBroker
Pruco Securities CorporationBroker
Pruco Securities CorporationBroker
Copeland Equities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations2 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.