Terri Crowley
Terri Crowley is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Naples, FL, with 31 years of industry experience. Terri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
4501 Tamiami Trl N, Ste 418, Naples, FL, 34103
Get directionsHistory
Regulatory History (3)
Judgment / Lien
August 2021Financial
November 2020Judgment / Lien
June 2019Other Business ActivitiesSells Insurance
Terri may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. She also owns Terri Crowley's Painting, Inc. and works as a bookkeeper/tax preparer, dedicating minimal time to the painting business and a few hours per week to bookkeeping/tax preparation. Terri also spends a few hours per week as a praise and worship leader at Christ Community Ministries.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.