Jerry D. Terrell
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jerry Day Terrell was a registered financial professional .
Jerry is a previously registered financial professional and started their career in finance in 1983. Jerry had worked at 4 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 7, 2012 - November 13, 2012
AMERICAN INVESTORS GROUP, INC.
June 11, 2012 - October 1, 2012
EAGLE LEDGE CAPITAL, LLC
June 11, 2007 - May 11, 2012
SYNERGY INVESTMENT GROUP, LLC
December 7, 1983 - May 31, 2007
SECURITY CHURCH FINANCE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
AMERICAN INVESTORS GROUP, INC.
CRD#: 10020 / SEC#: , 8-38164
Contact information
Regulatory assets under management
| Total Number of Accounts | 33 |
| AUM (Assets Under Management) | $ 6,208,730 |
Disclosures
| Regulatory Event | 6 |
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.
