Terri A. Canterbury
Professional summary
Terri A Canterbury, AIF®, who also goes by Terri Ann Canterbury, Terri A Liepman, Terri Ann Liepman, is a registered financial advisor currently at KINGWOOD INVESTMENT GROUP located in Galveston, Texas.
Terri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Terri has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Terri A Canterbury's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 1, 2025 - Present
KINGWOOD INVESTMENT GROUP
January 2, 2020 - April 1, 2025
NEXT FINANCIAL GROUP, INC.
January 2, 2020 - April 1, 2025
NEXT FINANCIAL GROUP, INC.
September 4, 2013 - December 31, 2019
CETERA WEALTH SERVICES, LLC
December 20, 2012 - December 31, 2019
CETERA WEALTH SERVICES, LLC
January 22, 2007 - December 31, 2007
HSBC SECURITIES (USA) INC.
January 18, 2007 - April 29, 2011
HSBC SECURITIES (USA) INC.
December 1, 2005 - October 13, 2006
CITIZENS SECURITIES, INC.
December 9, 2002 - December 1, 2005
CHARTER ONE SECURITIES, INC.
February 22, 2002 - December 9, 2002
EQUITY SERVICES, INC.
January 22, 1998 - January 8, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/1/2025)
Exams
Current Firm
KINGWOOD INVESTMENT GROUP
CRD#: 330330 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 376 |
| AUM (Assets Under Management) | $ 85,134,097 |
Red Flags
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