Timothy Franciscus Terry
Professional Summary
Timothy Franciscus Terry was a registered financial advisor. Timothy was a previously registered financial professional and started their career in finance 1984 - 2018. Timothy had worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 22, Series 6, Series 39 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
42 years in the financial services industry
Current & Past Employments
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Current Firm
WORLD TREND FINANCIAL PLANNING SERVICES, LTD. | WORLD TREND INVESTMENTS, LTD.
Contact Information
Main Address
221 Third Avenue Se Suite 215, Cedar Rapids, IA 52401Mailing Address
Po Box 75006, Cedar Rapids, IA 52407Phone Number
(319) 364-3041Established
Iowa since 02/02/1991Firm Type
CorporationFiscal Year End
December# of Employees
16Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DAVIDSON, PATRICIA ANN | OWNER, CHIEF COMPLIANCE OFFICER AND CHAIRMAN OF THE BOARD | 2191123 |
| MEIBORG, TORY ANDREW | OWNER AND PRESIDENT OF FIRM BOARD | 3029409 |
| TERRY, TIMOTHY FRANCISCUS | OWNER AND BOARD MEMBER | 1217344 |
| HAVERBACK, BRADLEY OWEN | VICE PRESIDENT | 5819654 |
| JOHNSON, CATHERINE ANN | CHIEF ADMINISTRATIVE OFFICER | 6308589 |
| KUDA, SANDRA SUE | SECRETARY/TREASURER | 5822788 |
| SANDERS, DONNA SUE | VICE PRESIDENT | 5524244 |
Regulatory Assets Under Management
Total Number of Accounts
4,062AUM (Assets Under Management)
$730,108,871Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Mar 2007About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1983About the Series 6 examSeries 39 — Direct Participation Programs Principal Examination
Passed Apr 2007About the Series 39 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Sep 1991About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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