TM
TM
Terry Mccollam
46 Years of Experience
Newburgh, IN
1 DisclosureBroker
Terry Mccollam is a registered investment advisor at Wells Fargo Advisors, based in Newburgh, IN, with 46 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
Location
4855 State Route 261, Newburgh, IN, 47630
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2003Closed-No Action
Employment History
Current Registrations
Wells Fargo Advisors
December 2018 - Present · 7 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2013 - December 2018 · 5 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - December 2018 · 10 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
February 1989 - January 2008 · 18 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1983 - February 1989 · 5 yrs 10 mos
The Ohio CompanyBroker
January 1980 - April 1983 · 3 yrs 3 mos
State Registrations10 states
FLGAILINKYMIMONCNMTX
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.