Terry Sullivan

Metairie, Louisiana, 70001
advisor

Member Since 2004

I bought my first stock when I was 17 years old and watched it quadruple over the next ten years. By age 27, I was hooked…I knew there was something to this investing business! Since 1986 I have been assisting clients achieve financial independence. I enjoy helping my clients grow their assets and plan for their future using my unique tactical asset management approach. I work closely with your CPA and attorney for tax and legal assistance, providing a “one-stop-shopping experience” for all of your financial, insurance, investment, and estate planning needs. For those who do not have an attorney or CPA, I recommend one.
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My Location

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 Background Information

  • Years of Financial Experience

    • 21

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Commissions (Investment Products), Commissions (Insurance Products)
    • Investment Services: Asset-based fee, Hourly fee, Commissions (Investment Products), Commissions (Insurance Products)

  • Full Disclosure

    • I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.

  • Primary Custodian(s)

    • Raymond James

  • Additional Business Practices

    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them quarterly
    • I review my clients' investment portfolios with them quarterly
 

  • Registration & Licensing

    • CRD/IARD Number: 1575793
    • Securities Registrations: Series 63, Series 7, Series 24, Series 6
    • Insurance Licenses: Life, Annuity

  • Company Names

    • Broker/Dealer: None

  • Fiduciary Status

    • Acknowledged Fiduciary in advisory relationships

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Planning Services

    • Financial Planning, Retirement, Estate

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Asset Management, Performance Reporting, Tax Efficient Strategies
 
Contact Terry
 
Visit Website - http://www.raymondjames.com/tsullivan
Paladin Registry

Minimum Asset Requirement

  • $100,000

Types of Clients

  • Individuals & Families

Professional Services

  • Planning