Terence L. Graham
Professional summary
Terence Lamont Graham, who also goes by Terence Lamont Graham, Terence Graham, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Fort Worth, Texas and FIRST COMMAND BROKERAGE SERVICES, INC. located in Fort Worth, Texas.
Terence is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Terence has worked at 3 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Terence Lamont Graham's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 23, 2019 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 1 Firstcomm Plaza, Fort Worth, TX 76109September 16, 2019 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 1 Firstcomm Plaza, Fort Worth, TX 76109February 27, 2006 - October 9, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
January 23, 2006 - October 9, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
October 10, 2000 - August 28, 2001
FORESTERS FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
State Registrations and Notice Filings
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Exams
Series 7TO
Date: 9/16/2019
General Securities Representative ExaminationFINRA
Current Firm
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 110,166 |
| AUM (Assets Under Management) | $ 22,090,760,499 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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