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Terri Lynne Christensen

D.B. FITZPATRICK & CO., INC.·BOISE, Idaho
SIE, Series 7TOClean recordD.B. FITZPATRICK & CO., INC.
800 W MAIN STREET, BOISE, ID 83702-5778CRD# 4616838Firm CRD# 105671

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terri Lynne Christensen · BOISE, ID
Registration
CRD #4616838 · D.B. FITZPATRICK & CO., INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
D.B. FITZPATRICK & CO., INC.
CRD 105671 · SEC 801-22733
AUM
$476M
Regulatory assets under management
Employees
10
111 client accounts
Services offered by D.B. FITZPATRICK & CO., INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at D.B. FITZPATRICK & CO., INC. →
Introduction

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Frequently Asked Questions

What services does Terri Lynne Christensen offer?
Terri Lynne Christensen specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOISE, Idaho for a consultation.
What are Terri Lynne Christensen's credentials?
Terri Lynne Christensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terri Lynne Christensen located?
Terri Lynne Christensen is based in BOISE, Idaho, working with D.B. FITZPATRICK & CO., INC.. Their office serves clients in the BOISE metropolitan area and surrounding communities.
How does Terri Lynne Christensen charge for services?
Terri Lynne Christensen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is D.B. FITZPATRICK & CO., INC.?
D.B. FITZPATRICK & CO., INC. has approximately 10 employees and manages $476M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at D.B. FITZPATRICK & CO., INC.

Dennis Bernard Fitzpatrick
BOISE, ID
Brandon Craig Fitzpatrick
BOISE, ID
Brian Mcgrath
BOISE, ID
Cody Bill Barney
BOISE, ID

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