Terrie F. Austin
Professional summary
Terrie Frances Austin, who also goes by Terri Frances Austin, Terrie Austin, Terri Austin-smith, Terri Nichter, Terrie Austin Nichter, is a registered financial advisor currently at MILESTONE WEALTH STRATEGIES located in Columbus, Ohio.
Terrie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Terrie has worked at 13 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 31 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Terrie Frances Austin's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 23, 2020 - Present
MILESTONE WEALTH STRATEGIES
Office #1: 620 East Broad Street - Suite J, Columbus, OH 43215October 10, 2017 - March 31, 2020
STRATOS WEALTH PARTNERS, LTD
October 9, 2017 - March 31, 2020
LPL FINANCIAL LLC
September 24, 2013 - October 16, 2017
FIFTH THIRD SECURITIES, INC.
September 24, 2013 - October 16, 2017
FIFTH THIRD SECURITIES, INC.
May 5, 2009 - August 13, 2013
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
April 29, 2009 - August 13, 2013
RAYMOND JAMES FINANCIAL SERVICES, INC.
January 6, 2009 - March 9, 2009
PRUCO SECURITIES, LLC.
October 23, 2008 - March 9, 2009
PRUCO SECURITIES, LLC.
June 30, 2008 - October 17, 2008
VALIC FINANCIAL ADVISORS, INC.
June 30, 2008 - October 17, 2008
VALIC FINANCIAL ADVISORS, INC.
March 18, 2008 - July 7, 2008
UBS FINANCIAL SERVICES INC.
February 12, 2008 - July 7, 2008
UBS FINANCIAL SERVICES INC.
September 14, 2001 - July 10, 2002
CITIGROUP GLOBAL MARKETS INC.
February 15, 1995 - September 10, 2001
MORGAN STANLEY DW INC.
September 12, 1994 - March 1, 1995
WADDELL & REED
June 16, 1993 - April 12, 1994
THE HUNTINGTON INVESTMENT COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/23/2020)
Exams
Current Firm
MILESTONE WEALTH STRATEGIES
CRD#: 306297 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 79 |
| AUM (Assets Under Management) | $ 12,216,887 |
Red Flags
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