Terrilyn D. Brownfield

COMPASS COACHING AND CONSULTING

TULSA, OK 74136

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CRD#: 2477718

Professional summary

Terrilyn Dawn Brownfield, who also goes by Terrilyn Dawn Mcmahan, Terrilyn Mcmahan, is a registered financial advisor currently at COMPASS COACHING AND CONSULTING, LLC located in Tulsa, Oklahoma.

Terrilyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Terrilyn has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terrilyn Dawn Mcmahan | Terrilyn Mcmahan

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.

INTEGRITY FINANCIAL SERVICES, LLC; INVESTMENT RELATED; 2162 E. 61ST STREET, TULSA, OK 74136; INSURANCE AGENCY; OWNER AND LICENSED AGENT; STARTED 08/2004; 60 HOURS/MONTH DEVOTED; 35 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFERS SALE OF INSURANCE PRODUCTS. SHILOH PROPERTIES, LLC; INVESTMENT RELATED; 2162 E. 61ST STREET, TULSA, OK 74136; REAL ESTATE; OWNER; STARTED 2013; 20 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; REAL ESTATE INVESTING. ArchenLand, LLC. Owner. Farm and Event Venue. 10 hrs/month devoted.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrilyn Dawn Brownfield's 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

October 10, 2023 - Present

COMPASS COACHING AND CONSULTING, LLC

Office #1: 2162 E 61st Street, Tulsa, OK 74136

RIA

CRD#: 327213

TULSA, OK

Past

June 8, 2021 - December 31, 2023

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

TULSA, OK

Past

May 22, 2019 - August 21, 2020

SOUTHEAST INVESTMENTS, N.C., INC.

CRD#: 43035

Tulsa, OK

Past

January 4, 2018 - July 8, 2021

REDHAWK WEALTH ADVISORS, INC.

RIA

CRD#: 146616

Tulsa, OK

Past

May 5, 2016 - January 8, 2018

MADISON AVENUE SECURITIES, LLC

RIA

CRD#: 23224

Tulsa, OK

Past

May 5, 2016 - January 8, 2018

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

Tulsa, OK

Past

April 3, 2015 - May 2, 2016

GRADIENT SECURITIES, LLC

RIA

CRD#: 127701

TULSA, OK

Past

January 9, 2013 - March 30, 2015

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

TULSA, OK

Past

December 20, 2012 - May 2, 2016

GRADIENT SECURITIES, LLC

CRD#: 127701

TULSA, OK

Past

January 2, 2009 - January 2, 2013

REGAL SECURITIES, INC.

CRD#: 7297

TULSA, OK

Past

November 14, 2005 - December 31, 2008

SYNERGY INVESTMENT GROUP, LLC

CRD#: 46035

TUKSA, OK

Past

January 8, 2004 - November 8, 2005

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

TULSA, OK

Past

June 26, 2000 - January 2, 2004

HORACE MANN INVESTORS, INC.

CRD#: 11643

SPRINGFIELD, IL

Past

June 7, 1994 - April 11, 1995

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(10/10/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/27/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/28/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/8/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/5/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/23/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COMPASS COACHING AND CONSULTING, LLC

COMPASS COACHING AND CONSULTING, LLC | INTEGRITY FINANCIAL SERVICES

CRD#: 327213 / SEC#:

Oklahoma

Registered Investment Advisory firm - (10/9/2023 Approved)

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Contact information

Main Address

2162 E 61st, Tulsa, OK 74136

Mailing Address

Phone number

(918) 949-3539

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

Terrilyn D. Brownfield

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrilyn Dawn Brownfield's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE WEALTH ADVISORS, LLC

SOUTHEAST INVESTMENTS, N.C., INC.

REDHAWK WEALTH ADVISORS, INC.

MADISON AVENUE SECURITIES, LLC

MADISON AVENUE SECURITIES, LLC

GRADIENT SECURITIES, LLC

GRADIENT ADVISORS, LLC

GRADIENT SECURITIES, LLC

REGAL SECURITIES, INC.

SYNERGY INVESTMENT GROUP, LLC

AMERITAS INVESTMENT COMPANY, LLC

HORACE MANN INVESTORS, INC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/27/2012

Series 63

Date: 7/28/2000

SIE

Date: 1/8/2018

Series 7

Date: 11/5/2012

Series 6

Date: 6/23/2000

Current Firm

COMPASS COACHING AND CONSULTING, LLC

Contact information

Documents

Red Flags

Company Information

COMPASS COACHING AND CONSULTING, LLC

TRUST BUT VERIFY

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