Terry W. Mclemore

CETERA INVESTMENT ADVISERS LLC

EDMOND, OK 73013

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CRD#: 1363764

Professional summary

Terry William Mclemore, who also goes by Terry W Mclemore, Terry Mclemore, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Edmond, Oklahoma and CETERA WEALTH SERVICES, LLC located in Edmond, Oklahoma.

Terry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Terry has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terry W Mclemore | Terry Mclemore

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.

1) MCLEMORE & ASSOCIATES, LLC. POSITION: PRESIDENT NATURE: I offer wealth management, financial planning, investment planning and retirement planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/13/2017 ADDRESS: 21267 Highlander Ridge Dr, Edmond OK 73012, United States DESCRIPTION: Meet with clients, review investment performance, overall investment guidance, insight on their financial decisions and monitor investment portfolios.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry William Mclemore'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

September 5, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 16328 Muirfield Place, Edmond, OK 73013

RIA

CRD#: 105644

EDMOND, OK

Current

September 5, 2025 - Present

CETERA WEALTH SERVICES, LLC

CRD#: 13572

Edmond, OK

Past

November 7, 2024 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Edmond, OK

Past

November 7, 2024 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Edmond, OK

Past

September 18, 2017 - November 7, 2024

SCF INVESTMENT ADVISORS, INC.

RIA

CRD#: 123608

EDMOND, OK

Past

September 18, 2017 - November 7, 2024

SCF SECURITIES, INC.

CRD#: 47275

EDMOND, OK

Past

August 4, 2009 - September 18, 2017

WFG ADVISORS, LP

RIA

CRD#: 125073

EDMOND, OK

Past

August 6, 2004 - August 4, 2009

CENTURY ADVISORS, LLC

RIA

CRD#: 130155

OKLAHOMA CITY, OK

Past

June 9, 2004 - September 18, 2017

WFG INVESTMENTS, INC.

CRD#: 22704

Edmond, OK

Past

June 29, 1999 - June 10, 2004

SPELMAN & CO., INC.

RIA

CRD#: 10232

OKLAHOMA CITY, OK

Past

May 18, 1999 - June 10, 2004

SPELMAN & CO., INC.

CRD#: 10232

PHOENIX, AZ

Past

May 19, 1995 - June 2, 1999

CENTURY INVESTMENT GROUP INCORPORATED

CRD#: 36254

SAN DIEGO, CA

Past

August 23, 1991 - June 13, 1995

PRINCIPAL FINANCIAL SECURITIES,INC.

CRD#: 260

DALLAS, TX

Past

December 1, 1988 - September 12, 1991

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

December 22, 1987 - December 14, 1988

MORGAN STANLEY DW INC.

CRD#: 7556

Past

May 15, 1985 - January 4, 1988

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

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".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 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.

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
(9/5/2025)

Florida
(9/5/2025)

Nevada
(9/5/2025)

New Mexico
(9/5/2025)

Oklahoma
(9/5/2025)

IAR

Oklahoma
(9/5/2025)

Texas
(9/5/2025)

IAR

Texas
(9/5/2025)

Wisconsin
(9/5/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/13/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/21/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/19/1987

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/14/1985

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Terry W. Mclemore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry William Mclemore's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

SCF INVESTMENT ADVISORS, INC.

SCF SECURITIES, INC.

WFG ADVISORS, LP

CENTURY ADVISORS, LLC

WFG INVESTMENTS, INC.

SPELMAN & CO., INC.

SPELMAN & CO., INC.

CENTURY INVESTMENT GROUP INCORPORATED

PRINCIPAL FINANCIAL SECURITIES,INC.

LEHMAN BROTHERS INC.

MORGAN STANLEY DW INC.

AMERITAS INVESTMENT COMPANY, LLC

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/13/1993

Series 63

Date: 5/21/1985

SIE

Date: 10/1/2018

Series 7

Date: 12/19/1987

Series 6

Date: 5/14/1985

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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