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Terry Lee Roe

ONYX FINANCIAL ADVISORS, LLC·IDAHO FALLS, Idaho
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2400 E. 25TH STREET, IDAHO FALLS, ID 83404CRD# 4933838Firm CRD# 134881
01

About

Terry Lee Roe is a registered financial advisor based in IDAHO FALLS, Idaho, affiliated with ONYX FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
ONYX FINANCIAL ADVISORS, LLC
ONYX FINANCIAL ADVISORS, LLC
AUM
$356M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ONYX FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 4933838
Firm CRD# 134881
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Terry Lee Roe offer?
Terry Lee Roe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IDAHO FALLS, Idaho for a consultation.
What are Terry Lee Roe's credentials?
Terry Lee Roe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terry Lee Roe located?
Terry Lee Roe is based in IDAHO FALLS, Idaho, working with ONYX FINANCIAL ADVISORS, LLC. Their office serves clients in the IDAHO FALLS metropolitan area and surrounding communities.
How does Terry Lee Roe charge for services?
Terry Lee Roe's firm is compensated through percentage of aum, subscription fees, other: percentage of retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ONYX FINANCIAL ADVISORS, LLC?
ONYX FINANCIAL ADVISORS, LLC has approximately 9 employees and manages $356M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in IDAHO FALLS
Cameron G High — YELLOWSTONE PARTNERS LLCJeremy Neil Hulet — INTERMOUNTAIN WEALTH MANAGEMENT, INC.Bryce Craig Anderson — INTERMOUNTAIN WEALTH MANAGEMENT, INC.Heath Shayne Bowen — ALLEGIS INVESTMENT ADVISORS, LLCDavid Henry Hansen — YELLOWSTONE PARTNERS LLC
Nearby cities in Idaho
BOISE (123)EAGLE (31)KETCHUM (27)MERIDIAN (16)MOSCOW (10)
City Guides
BOISE GuideEAGLE GuideKETCHUM GuideMERIDIAN GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
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