Terry Whiddon is a registered investment advisor, based in Beaumont, TX, with 27 years of industry experience.
Location
1150 North 11th Street, Beaumont, TX, 77702
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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 is involved in several business activities, including fixed insurance sales, offering annuities, building ownership, and trustee duties. Terry also dedicates about a third of his time to FMW Wealth Management, LLC and FMW, P.C., and a few hours per week to insurance sales and annuity advising through Avantax.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations8 states
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