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Terry Lee Roe

ONYX FINANCIAL ADVISORS, LLC·IDAHO FALLS, Idaho
Series 65Clean record19 years registeredONYX FINANCIAL ADVISORS, LLC
2400 E. 25TH STREET, IDAHO FALLS, ID 83404CRD# 4933838Firm CRD# 134881

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terry Lee Roe · IDAHO FALLS, ID
Registration
CRD #4933838 · ONYX FINANCIAL ADVISORS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

ONYX FINANCIAL ADVISORS, LLC
Oct 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 31, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ONYX FINANCIAL ADVISORS, LLC
CRD 134881 · SEC 801-107355
AUM
$356M
Regulatory assets under management
Employees
9
898 client accounts
Services offered by ONYX FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ONYX FINANCIAL ADVISORS, LLC →
Introduction

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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 at ONYX FINANCIAL ADVISORS, LLC

John David Parry
IDAHO FALLS, ID
Lyndsay Goody
IDAHO FALLS, ID
Kenneth John Simpson
IDAHO FALLS, ID
Aaron Blair Sautter
IDAHO FALLS, ID

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Research
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