Terry Pasket
Terry Pasket is a CFA-designated registered investment advisor at LPL Financial LLC, based in Jacksonville, FL, with 26 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
Jacksonville, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2009Customer Dispute
July 2008Customer Dispute
June 2008Other Business Activities
Terry operates Pasket Financial Group, LLC and Bartram Park Wealth Management LLC as DBAs for his LPL business, dedicating full-time and over half-time hours respectively. Terry also works at Jackson Hewitt for tax preparation, Keller Williams for mortgage/real estate services, and St. Johns Bourbon Tastings, taking about half his time, about a quarter of his time, and minimal time respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Investors Capital CORP.Broker
New England SecuritiesBroker
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.