Terence J. O'grady
Professional summary
Terence James O'grady, CFP®, who also goes by Terry O'grady, Terence James Ogrady, is a registered financial advisor currently at O'GRADY FINANCIAL LLC located in Tampa, Florida.
Terence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Terence has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Terence James O'grady's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2000
Experience
July 29, 2019 - Present
O'GRADY FINANCIAL LLC
July 9, 2012 - September 16, 2019
LPL FINANCIAL LLC
June 26, 2012 - September 16, 2019
LPL FINANCIAL LLC
August 18, 2003 - June 28, 2012
VALIC FINANCIAL ADVISORS, INC.
November 15, 2002 - June 28, 2012
VALIC FINANCIAL ADVISORS, INC.
November 9, 2000 - November 14, 2002
TRANSAMERICA FINANCIAL ADVISORS, LLC
October 29, 1997 - October 10, 2000
T. ROWE PRICE INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/29/2019)
Exams
Current Firm
O'GRADY FINANCIAL LLC
CRD#: 301894 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 6,169,702 |
Red Flags
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