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Terrence Fant

29 Years of Experience
Devon, PA
Broker

Terrence Fant is a registered investment advisor at Raymond James & Associates, INC., based in Devon, PA, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

92 Lancaster Avenue, Suite 205, Devon, PA, 19333

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History

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2014 - Present · 12 yrs 1 mo
Raymond James & Associates, INC.Broker
March 2011 - Present · 15 yrs 2 mos
Previous Registrations
Boenning & Scattergood, INC.Broker
January 2009 - March 2011 · 2 yrs 2 mos
1914 Advisors
January 2009 - March 2011 · 2 yrs 2 mos
W.R. Hambrecht + CO., LLC
October 2007 - January 2009 · 1 yr 3 mos
W.R. Hambrecht + CO., LLCBroker
March 2002 - January 2009 · 6 yrs 10 mos
J.P. Morgan Securities INC.Broker
February 2000 - March 2002 · 2 yrs 1 mo
Hambrecht & Quist LLCBroker
November 1997 - February 2000 · 2 yrs 3 mos
Cigna Financial Advisors,inc.Broker
September 1996 - August 1997 · 11 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.