Terry B. Prillaman
Professional summary
Terry Burton Prillaman is a registered financial advisor currently at NORTHSTAR INVESTMENT PARTNERS located in Alpharetta, Georgia and NORTHSTAR INVESTMENT PARTNERS located in Alpharetta, Georgia.
Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Terry has worked at 13 firms and has passed the Series 65, Series 63, Series 3, Series 5, Series 7 and Series 8 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Terry Burton Prillaman's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 17, 2015 - Present
NORTHSTAR INVESTMENT PARTNERS
Office #1: 3255 North Point Parkway Suite 103, Alpharetta, GA 30005May 1, 2026 - Present
NORTHSTAR INVESTMENT PARTNERS
Office #1: 3255 North Point Pkwy Ste 103, Alpharetta, GA 30005November 4, 2024 - February 18, 2025
GEORGIA ADVISORY GROUP LLC
June 18, 2010 - December 31, 2014
NORTHSTAR INVESTMENT PARTNERS
December 10, 2008 - December 31, 2009
NORTHSTAR INVESTMENT PARTNERS
November 10, 2008 - December 31, 2010
CAPE SECURITIES INC.
July 24, 2007 - November 10, 2008
VSR FINANCIAL SERVICES, INC.
July 18, 2007 - November 10, 2008
VSR FINANCIAL SERVICES, INC.
September 14, 2004 - July 25, 2007
SECURITIES AMERICA ADVISORS, INC.
September 2, 2004 - July 25, 2007
SECURITIES AMERICA, INC.
June 8, 2004 - September 15, 2004
RAYMOND JAMES FINANCIAL SERVICES, INC.
March 16, 2004 - September 15, 2004
RAYMOND JAMES FINANCIAL SERVICES, INC.
March 6, 2002 - March 16, 2004
TRIAD ADVISORS LLC
April 21, 1993 - April 27, 1993
OSAIC WEALTH, INC.
March 11, 1992 - March 11, 2002
LPL FINANCIAL LLC
April 4, 1990 - February 27, 1992
RAYMOND JAMES FINANCIAL SERVICES, INC.
June 13, 1989 - April 18, 1990
PRUDENTIAL EQUITY GROUP, LLC
January 18, 1988 - June 22, 1989
ALEX. BROWN & SONS INCORPORATED
July 21, 1983 - April 18, 1990
PRUDENTIAL EQUITY GROUP, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/17/2015)
Exams
Series 5
Date: 2/19/1985
Interest Rate Options ExaminationSeries 8
Date: 3/19/1990
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
NORTHSTAR INVESTMENT PARTNERS
CRD#: 340596 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 78 |
| AUM (Assets Under Management) | $ 37,500,000 |
Red Flags
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