Terry Webb
Terry Webb is a registered investment advisor at LPL Enterprise, LLC, based in White Plains, NY, with 20 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
360 Hamilton Ave, 9th Floor, White Plains, NY, 10601
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Regulatory History (1)
Employment Separation After Allegations
February 2011Other Business ActivitiesSells Insurance
Terry operates under Prudential Advisors as a DBA for his LPL business, dedicating full-time hours to this endeavor. Additionally, Terry is involved with a non-variable insurance agency, also dedicating full-time hours.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Onyx Bridge Wealth Group LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Edward Jones
Edward JonesBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
AXA Advisors, LLCBroker
State Registrations5 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.