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Amy Louise Terry

FINANCIAL SECURITY MANAGEMENT, INC·LAKEWOOD, Colorado
Unclaimed Profile
2535 S LEWIS WAY, LAKEWOOD, CO 80227-6551CRD# 2313945Firm CRD# 116570
01

About

Amy Louise Terry is a registered financial advisor based in LAKEWOOD, Colorado, affiliated with FINANCIAL SECURITY MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL SECURITY MANAGEMENT, INC
FINANCIAL SECURITY MANAGEMENT, INC
AUM
$439M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FINANCIAL SECURITY MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2313945
Firm CRD# 116570
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amy Louise Terry offer?
Amy Louise Terry specializes in Financial Planning, Investment Management. Contact their office in LAKEWOOD, Colorado for a consultation.
What are Amy Louise Terry's credentials?
Amy Louise Terry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Louise Terry located?
Amy Louise Terry is based in LAKEWOOD, Colorado, working with FINANCIAL SECURITY MANAGEMENT, INC. Their office serves clients in the LAKEWOOD metropolitan area and surrounding communities.
How does Amy Louise Terry charge for services?
Amy Louise Terry's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL SECURITY MANAGEMENT, INC?
FINANCIAL SECURITY MANAGEMENT, INC has approximately 8 employees and manages $439M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
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Research
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