TB
TB

Terry Byrum

18 Years of Experience
Colorado Springs, CO
Broker

Terry Byrum is a registered investment advisor at USAA Investment Services Company, based in Colorado Springs, CO, with 18 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2,080 clients.

Compensation
N/A
Firm Size
88 advisors
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1855 Telstar Drive, Colorado Springs, CO, 80920

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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
USAA Investment Services Company
November 2020 - Present · 5 yrs 6 mos
USAA Investment Services Company
May 2020 - Present · 6 yrs
USAA Investment Services CompanyBroker
May 2020 - Present · 6 yrs
Previous Registrations
USAA Investment Services Company
January 2018 - July 2020 · 2 yrs 6 mos
USAA Financial Planning Services
May 2009 - January 2018 · 8 yrs 8 mos
USAA Financial Advisors, INC.Broker
January 2008 - July 2020 · 12 yrs 6 mos
State Registrations1 state
CO
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Terry Byrum - Financial Advisor | TrueAdvisor