Terry J. Mceachern

ICD SECURITIES

Solana Beach, CA 92075

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CRD#: 1319565

Professional summary

Terry Joseph Mceachern is a registered financial professional currently at ICD SECURITIES INC. located in Solana Beach, California.

Terry is registered as a RR (Registered Representative) and started their career in finance in 1984. Terry has worked at 5 firms and has passed the Series 63, Series 22TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Terry Joseph Mceachern'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®

None

Experience

Current

June 13, 2011 - Present

ICD SECURITIES INC.

Office #1: 323 North Highway 101, Solana Beach, CA 92075

CRD#: 134910

Solana Beach, CA

Past

June 30, 2006 - June 15, 2011

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

SAN DIEGO, CA

Past

December 31, 1997 - July 3, 2006

LPL FINANCIAL LLC

RIA

CRD#: 6413

SAN DIEGO, CA

Past

April 25, 1992 - July 3, 2006

LPL FINANCIAL LLC

CRD#: 6413

SAN DIEGO, CA

Past

May 12, 1988 - August 7, 1990

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

February 11, 1986 - May 19, 1988

PROFESSIONAL ASSET SECURITIES, INC.

CRD#: 13065

Past

December 11, 1984 - January 9, 1986

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(6/13/2011)

West Virginia
(3/24/2021)

Exams

State Security Law Exam

Series 63

Date: 4/1/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 22TO

Date: 1/2/2023

Direct Participation Programs Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/1985

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/7/1984

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ICD SECURITIES INC.

CRD#: 134910 / SEC#: , 8-66870

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

7301 Sw 57th Court Suite 400, Miami, FL 33143

Mailing Address

7301 Sw 57th Court Suite 400, Miami, FL 33143

Phone number

(305) 669-5168

Established

Florida since 11/19/2004

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (22 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
ARMA, VINCENT JOSEPH	PRESIDENT/ DIRECTOR	1531677
GALLELI, RACHEL ANN	PART-OWNER	4957712
BENGHIAT, RITA MARIA	SHAREHOLDER	6230732
BENGHIAT, TED	CCO/PRINCIPAL/FINOP/REGISTERED REPRESENTATIVE/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONS OFFICER	1113384

Red Flags

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Terry J. Mceachern

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Terry Joseph Mceachern's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL GROUP, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PROFESSIONAL ASSET SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/1/1986

Series 22TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/21/1985

Series 6

Date: 12/7/1984

FINRA

Current Firm

ICD SECURITIES INC.

Contact information

FINRA licenses (22 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

ICD SECURITIES INC.

TRUST BUT VERIFY

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