Brian Daniel Terry
Professional Summary
Brian Daniel Terry was a registered financial advisor. Brian was a previously registered financial professional and started their career in finance 2000 - 2024. Brian had worked at 5 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Self Employed and pre-retirees.
- We also manage options for clients
- Cashflow & Budgeting
- Investment Management
Specializations
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
BLUE MARLIN ADVISORS, LLC
Contact Information
Main Address
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411-6742Phone Number
(407) 498-5778# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
19AUM (Assets Under Management)
$5,700,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Brian
- Self Employed and pre-retirees.
- We also manage options for clients
- Cashflow & Budgeting
- Investment Management
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