Terry L. Blythe
Professional summary
Terry Lynn Blythe, who also goes by Terry Lynn Donehoo, Terry Lynn Gilbert, is a registered financial advisor currently at ISC ADVISORS, INC. located in Dallas, Texas and INSTITUTIONAL SECURITIES CORPORATION located in Nrthlake, Texas.
Terry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Terry has worked at 15 firms and has passed the Series 65, Series 63, Series 79TO, Series 52TO, Series 99TO, SIE, Series 87, Series 7, Series 10, Series 9, Series 53, Series 14, Series 4, Series 8 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Terry Lynn Blythe's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 23, 2014 - Present
ISC ADVISORS, INC.
Office #1: 3500 Oak Lawn Ave Ste 400, Dallas, TX 75219July 23, 2014 - Present
INSTITUTIONAL SECURITIES CORPORATION
Office #2: 3500 Oak Lawn Ave Ste. 400, Dallas, TX 75219May 28, 2014 - August 8, 2014
NYLIFE SECURITIES LLC
September 6, 2005 - November 18, 2013
WFG ADVISORS, LP
September 6, 2005 - November 18, 2013
WFG INVESTMENTS, INC.
April 1, 2004 - September 12, 2005
1ST GLOBAL CAPITAL CORP.
July 29, 1999 - April 2, 2004
CITIGROUP GLOBAL MARKETS INC.
July 28, 1999 - April 2, 2004
CITIGROUP GLOBAL MARKETS INC.
October 13, 1998 - October 6, 1999
MYDISCOUNTBROKER.COM
October 13, 1998 - October 22, 1999
CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC.
October 12, 1998 - July 21, 1999
MOMENTUM INDEPENDENT NETWORK INC.
September 29, 1998 - July 1, 1999
HILLTOP SECURITIES INC.
March 2, 1998 - October 1, 1998
RBC CAPITAL MARKETS, LLC
January 2, 1998 - March 2, 1998
DAIN RAUSCHER INCORPORATED
November 13, 1992 - January 2, 1998
RAUSCHER PIERCE REFSNES, INC.
November 30, 1990 - November 9, 1992
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
ISC ADVISORS, INC.
CRD#: 166586 / SEC#: 801-77727
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/23/2014)
(7/23/2014)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 8
Date: 1/24/1994
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current Firm
ISC ADVISORS, INC.
CRD#: 166586 / SEC#: 801-77727
Contact information
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,989 |
| AUM (Assets Under Management) | $ 1,539,119,817 |
Red Flags
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Company Information
ISC ADVISORS, INC.
CRD#: 166586Dallas, TX 75219TRUST BUT VERIFY
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