Terry A. Salomon
Professional summary
Terry Alan Salomon is a registered financial advisor currently at T.A. SALOMON ASSET MANAGEMENT PLLC located in Phoenix, Arizona.
Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Terry has worked at 11 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Terry Alan Salomon's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 6, 2013 - Present
T.A. SALOMON ASSET MANAGEMENT PLLC
June 28, 2012 - June 27, 2013
BEACON POINTE WEALTH ADVISORS, LLC
May 17, 2012 - May 29, 2013
PURSHE KAPLAN STERLING INVESTMENTS
January 3, 2011 - March 27, 2012
WELLS FARGO CLEARING SERVICES, LLC
January 3, 2011 - March 27, 2012
WELLS FARGO CLEARING SERVICES, LLC
February 27, 2009 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
November 1, 2004 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
November 14, 2002 - November 3, 2004
BANC ONE SECURITIES CORPORATION
June 18, 2002 - October 29, 2002
LEGEND EQUITIES CORPORATION
November 15, 2001 - June 10, 2002
NATIONWIDE INVESTMENT SERVICES CORPORATION
November 25, 1998 - November 2, 2001
METROPOLITAN LIFE INSURANCE COMPANY
November 25, 1998 - November 2, 2001
MSI FINANCIAL SERVICES, INC.
October 22, 1993 - December 8, 1998
METLIFE INVESTORS DISTRIBUTION 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
(5/6/2013)
Exams
Current Firm
T.A. SALOMON ASSET MANAGEMENT PLLC
CRD#: 167546 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 36 |
| AUM (Assets Under Management) | $ 25,000,000 |
Red Flags
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