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Terrence John Scroggin

MSP WEALTH MANAGEMENT, LLC·KLAMATH FALLS, Oregon
SIE, Series 7, Series 66Clean record23 years registeredMSP WEALTH MANAGEMENT, LLC
824 PINE STREET, KLAMATH FALLS, OR 97601CRD# 4583317Firm CRD# 306522

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terrence John Scroggin · KLAMATH FALLS, OR
Registration
CRD #4583317 · MSP WEALTH MANAGEMENT, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

MSP WEALTH MANAGEMENT, LLC
Mar 2020 – present
AVANTAX ADVISORY SERVICES
Oct 2019 – Apr 2020
IRVING, TX
1ST GLOBAL ADVISORS INC
Dec 2002 – Oct 2019
KLAMATH FALLS, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · December 16, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MSP WEALTH MANAGEMENT, LLC
CRD 306522 · SEC 801-117846
AUM
$170M
Regulatory assets under management
Employees
7
860 client accounts
Services offered by MSP WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MSP WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Terrence John Scroggin offer?
Terrence John Scroggin specializes in Financial Planning, Investment Management. Contact their office in KLAMATH FALLS, Oregon for a consultation.
What are Terrence John Scroggin's credentials?
Terrence John Scroggin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terrence John Scroggin located?
Terrence John Scroggin is based in KLAMATH FALLS, Oregon, working with MSP WEALTH MANAGEMENT, LLC. Their office serves clients in the KLAMATH FALLS metropolitan area and surrounding communities.
How does Terrence John Scroggin charge for services?
Terrence John Scroggin'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 MSP WEALTH MANAGEMENT, LLC?
MSP WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MSP WEALTH MANAGEMENT, LLC

Autumn Brooke Armbruster
KLAMATH FALLS, OR
Andrew Eldon Peterson
KLAMATH FALLS, OR
Gerrin Patrick Degroot
KLAMATH FALLS, OR

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Research
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