Unclaimed Profile

Terry Lynn Knell

AMEGY INVESTMENTS, INC.·HOUSTON, Texas

SIE, Series 7, Series 9, Series 10, Series 24, Series 27, Series 53, Series 66Clean record18 years registeredAMEGY INVESTMENTS, INC.

4400 POST OAK PARKWAY, HOUSTON, TX 77027-3421CRD# 1733584Firm CRD# 120145

Profile Verification

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

Identity

Terry Lynn Knell · HOUSTON, TX

Registration

CRD #1733584 · AMEGY INVESTMENTS, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMEGY INVESTMENTS, INC.

AMEGY INVESTMENTS, INC.

Jun 2009 – Apr 2016

HOUSTON, TX

UBS FINANCIAL SERVICES INC.

Mar 2008 – Jun 2009

WEEHAWKEN, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 27

Series 53

Series 66

Registration record

First registered · March 24, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMEGY INVESTMENTS, INC.

CRD 120145 · SEC 801-61121

AUM

$2.0B

Regulatory assets under management

Employees

186 client accounts

Services offered by AMEGY INVESTMENTS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AMEGY INVESTMENTS, INC. →

Introduction

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Frequently Asked Questions

What services does Terry Lynn Knell offer?

Terry Lynn Knell specializes in Investment Management, Wealth Management.

What are Terry Lynn Knell's credentials?

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

Where is Terry Lynn Knell located?

Terry Lynn Knell is based in HOUSTON, Texas, last registered with AMEGY INVESTMENTS, INC..

How does Terry Lynn Knell charge for services?

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

How large is AMEGY INVESTMENTS, INC.?

AMEGY INVESTMENTS, INC. has approximately 36 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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