Unclaimed Profile

Terry Webb Sapp

LIVE OAK PRIVATE WEALTH, LLC·WILMINGTON, North Carolina

Series 65Clean record24 years registeredLIVE OAK PRIVATE WEALTH, LLC

1741 TIBURON DRIVE, WILMINGTON, NC 28403CRD# 4561196Firm CRD# 297904

Profile Verification

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

Identity

Terry Webb Sapp · WILMINGTON, NC

Registration

CRD #4561196 · LIVE OAK PRIVATE WEALTH, LLC · 24 years registered

Brand Profile

Not yet started

Career History

LIVE OAK PRIVATE WEALTH, LLC

May 2020 – present

JOLLEY ASSET MANAGEMENT, LLC

Feb 2004 – Apr 2020

ROCKY MOUNT, NC

GLENWOOD CAPITAL MANAGEMENT, INC.

Dec 2001 – Oct 2002

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 31, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIVE OAK PRIVATE WEALTH, LLC

CRD 297904 · SEC 801-113818

AUM

$952M

Regulatory assets under management

Employees

1,025 client accounts

Services offered by LIVE OAK PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIVE OAK PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Terry Webb Sapp offer?

Terry Webb Sapp specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, North Carolina for a consultation.

What are Terry Webb Sapp's credentials?

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

Where is Terry Webb Sapp located?

Terry Webb Sapp is based in WILMINGTON, North Carolina, working with LIVE OAK PRIVATE WEALTH, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.

How does Terry Webb Sapp charge for services?

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

How large is LIVE OAK PRIVATE WEALTH, LLC?

LIVE OAK PRIVATE WEALTH, LLC has approximately 11 employees and manages $952M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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