Unclaimed Profile

Amy Louise Terry

FINANCIAL SECURITY MANAGEMENT, INC·LAKEWOOD, Colorado

Clean recordFINANCIAL SECURITY MANAGEMENT, INC

2535 S LEWIS WAY, LAKEWOOD, CO 80227-6551CRD# 2313945Firm CRD# 116570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Louise Terry · LAKEWOOD, CO

Registration

CRD #2313945 · FINANCIAL SECURITY MANAGEMENT, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Amy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Amy is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

FINANCIAL SECURITY MANAGEMENT, INC

AUM

$439M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL SECURITY MANAGEMENT, INC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 2313945

Firm CRD# 116570

View on FINRA BrokerCheck →

Looking for a financial advisor in LAKEWOOD?

Browse all registered financial advisors in LAKEWOOD, Colorado or claim this profile if it's yours.

Browse LAKEWOOD Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →