Terry Cole
Terry Cole is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 48 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8246 E. Sierra Pinta, Scottsdale, AZ, 85255
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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 an advisory representative at Senior Financial Advisors, Inc., an outside RIA, dedicating nearly full-time hours to this role. Terry also works as an insurance agent selling life, annuities, and long-term care products, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Senior Financial Advisors, INC.
Cetera Advisor Networks LLC
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Derand/pennington/bass, INC.Broker
U.S. Advisors, INC.Broker
Integrated Resources Equity CorporationBroker
Financial Planners Equity CorporationBroker
Mutual Benefit Financial Service CompanyBroker
The Lincoln National Life Insurance CompanyBroker
Western Reserve Financial Services CORPBroker
State Registrations2 states
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