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Terry L. Blair

DB ADVISORS
Springfield, MO 65804
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CRD#: 3100389
TB

Professional summary


Terry Lynn Blair, who also goes by Terrry Lynn Blair, is a registered financial advisor currently at DB ADVISORS located in Springfield, Missouri.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Terry has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Terrry Lynn Blair

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.
INDEPENDENT INSURANCE AGENT - NON-INVESTMENT C/O DOUGLAS BAGWELL & CO., 2200 E. SUNSHINE, #324, SPRINGFIELD, MO 65804, PROVIDES LIFE AND/OR HEALTH INSURANCE WHEN A NEED ARISES, NO SOLICITATIONS, MINIMAL ACTIVITY, START DATE: 11/2009, APPROX. 5 HRS PER MONTH; APROX 1 HOUR PER WEEK DURING TRADING HOURS. FINANCIAL ADVISOR - INVESTMENT RELATED DOUGLAS BAGWELL & CO (RIA), 2200 E. SUNSHINE, #324, SPRINGFIELD, MO 65804 FINANCIAL ADVISING, FINANCIAL PLANNING, ASSET MANAGEMENT, START DATE: 6/29/2009, APPROX. 40 HRS PER WEEK; APPROX 6 HRS PER DAY DURING TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Terry Lynn Blair'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

June 30, 2009 - Present

DB ADVISORS

Office #1: 2200 E. Sunshine Street Suite 324, Springfield, MO 65804
RIA
CRD#: 134485
Springfield, MO
Past

September 24, 2011 - June 17, 2013

MOLONEY SECURITIES CO., INC.

BD
CRD#: 38535
SPRINGFIELD, MO
Past

October 26, 1998 - July 7, 2009

WADDELL & REED

RIA
CRD#: 866
SPRINGFIELD, MO
Past

October 7, 1998 - July 7, 2009

WADDELL & REED

BD
CRD#: 866
SPRINGFIELD, MO

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
Missouri
(6/30/2009)
IAR
Nebraska
(7/10/2009)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/28/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DA
DB ADVISORS
DB ADVISORS | DOUGLASBAGWELL CORP. | DOUGLASBAGWELL & CO. | DOUGLAS BAGWELL CAPITAL, LLC | DOUGLAS BAGWELL & CO., LLC

CRD#: 134485 / SEC#:

Missouri
Registered Investment Advisory firm - (8/30/2005 Approved)
Nebraska
Registered Investment Advisory firm - (3/1/2007 Approved)
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Contact information


Main Address
2200 E. Sunshine Street Suite 324, Springfield, MO 65804
Mailing Address
Phone number
(417) 763-3307
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts136
AUM (Assets Under Management)$ 45,387,813

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.

Company Information


DB ADVISORS

CRD#: 134485Springfield, MO 65804

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