Terrance S. Elder

US 1ST WEALTH MANAGEMENT

Kingwood, TX 77339

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CRD#: 1064873

Professional summary

Terrance Samuel Elder, CFP®, who also goes by Terry Elder, is a registered financial advisor currently at US 1ST WEALTH MANAGEMENT located in Kingwood, Texas and OPTIVISE ADVISORY SERVICES LLC located in Kingwood, Texas.

Terrance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Terrance has worked at 9 firms and has passed the Series 63, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terry Elder

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CASH FLOW PLANNERS; INVESTMENT RELATED; PRESIDENT; I DEVOTE 50 HRS/MO TO SELLING FIXED ANNUITIES & LIFE INSURANCE. BUSINESS ADDRESS: 505 N. SAM HOUSTON PKWY. E. SUITE 515, HOUSTON, TX 77060.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrance Samuel Elder's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

December 10, 2007 - Present

US 1ST WEALTH MANAGEMENT

Office #1: 1110 Kingwood Drive 102a, Kingwood, TX 77339

RIA

CRD#: 117979

Kingwood, TX

Current

April 28, 2023 - Present

OPTIVISE ADVISORY SERVICES LLC

Office #1: 1110 Kingwood Dr 102 A, Kingwood, TX 77339

RIA

CRD#: 301764

Kingwood, TX

Past

September 7, 2007 - October 24, 2007

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

HOUSTON, TX

Past

September 7, 2007 - October 24, 2007

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

HOUSTON, TX

Past

July 31, 2003 - September 18, 2007

CROWN CAPITAL SECURITIES, L.P.

RIA

CRD#: 6312

HOUSTON, TX

Past

July 31, 2003 - September 18, 2007

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

HOUSTON, TX

Past

April 30, 2003 - August 5, 2003

PRO-INTEGRITY SECURITIES, INC.

RIA

CRD#: 44707

HOUSTON, TX

Past

April 18, 2000 - August 5, 2003

PRO-INTEGRITY SECURITIES, INC.

CRD#: 44707

LONGVIEW, TX

Past

July 7, 1995 - April 20, 2000

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

KNOXVILLE, TN

Past

January 4, 1993 - July 5, 1995

AMERINATIONAL FINANCIAL SERVICES, INC.

CRD#: 27986

Past

December 5, 1990 - December 31, 1992

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

October 19, 1982 - December 8, 1990

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OPTIVISE ADVISORY SERVICES LLC

CRD#: 301764 / SEC#: 801-115232

RIA

Registered Investment Advisory firm - (5/3/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(12/10/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/18/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/2/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/18/1982

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/4/2004

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 10/31/2003

Investment Company Products/Variable Contracts Principal Examination

Current Firm

OPTIVISE ADVISORY SERVICES LLC

CRD#: 301764 / SEC#: 801-115232

RIA

Registered Investment Advisory firm - (5/3/2019 Approved)

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Contact information

Main Address

109 Holiday Ct Suite A6, Franklin, TN 37067

Mailing Address

Phone number

(855) 378-1806

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/21/2025)

Regulatory assets under management

Total Number of Accounts	1,761
AUM (Assets Under Management)	$ 267,384,088

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Terrance S. Elder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrance Samuel Elder's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPTIVISE ADVISORY SERVICES LLC

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

CROWN CAPITAL SECURITIES, L.P.

CROWN CAPITAL SECURITIES, L.P.

PRO-INTEGRITY SECURITIES, INC.

PRO-INTEGRITY SECURITIES, INC.

SECURITIES SERVICE NETWORK, LLC

AMERINATIONAL FINANCIAL SERVICES, INC.

VOYA FINANCIAL ADVISORS, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

OPTIVISE ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/18/1982

Series 7

Date: 7/2/2004

Series 6

Date: 10/18/1982

Series 24

Date: 11/4/2004

Series 26

Date: 10/31/2003

Current Firm

OPTIVISE ADVISORY SERVICES LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OPTIVISE ADVISORY SERVICES LLC

TRUST BUT VERIFY

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