Unclaimed Profile

Brian Patrick Terry

FINANCIAL MANAGEMENT CONCEPTS·WINTER SPRINGS, Florida

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, Series 66Clean record15 years registeredFINANCIAL MANAGEMENT CONCEPTS

1700 TOWN PLAZA COURT, WINTER SPRINGS, FL 32708CRD# 2957936Firm CRD# 118793

Profile Verification

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

Identity

Brian Patrick Terry · WINTER SPRINGS, FL

Registration

CRD #2957936 · FINANCIAL MANAGEMENT CONCEPTS · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL MANAGEMENT CONCEPTS

FINANCIAL MANAGEMENT CONCEPTS

Mar 2011 – Apr 2014

WINTER SPRINGS, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · March 9, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL MANAGEMENT CONCEPTS CORPORATION

CRD 118793 · SEC 801-62030

AUM

$189M

Regulatory assets under management

Employees

631 client accounts

Services offered by FINANCIAL MANAGEMENT CONCEPTS CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL MANAGEMENT CONCEPTS CORPORATION →

Introduction

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Frequently Asked Questions

What services does Brian Patrick Terry offer?

Brian Patrick Terry specializes in Financial Planning, Investment Management.

What are Brian Patrick Terry's credentials?

Brian Patrick Terry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Patrick Terry located?

Brian Patrick Terry is based in WINTER SPRINGS, Florida, last registered with FINANCIAL MANAGEMENT CONCEPTS.

How does Brian Patrick Terry charge for services?

Brian Patrick Terry's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL MANAGEMENT CONCEPTS?

FINANCIAL MANAGEMENT CONCEPTS has approximately 5 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Other Advisors at FINANCIAL MANAGEMENT CONCEPTS

Brian Lee Fricke

WINTER SPRINGS, FL

Browse by Specialty

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Research

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