Terry W. Sapp
Professional summary
Terry Webb Sapp, who also goes by Terry Ann Sapp, Terry Webb Wall, Terry Ann Webb, Terry Webb, is a registered financial advisor currently at LIVE OAK PRIVATE WEALTH, LLC located in Rocky Mount, North Carolina.
Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Terry has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Terry Webb Sapp's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 19, 2020 - Present
LIVE OAK PRIVATE WEALTH, LLC
Office #1: 210 Bryant Street Suite A, Rocky Mount, NC 27804February 19, 2004 - April 30, 2020
JOLLEY ASSET MANAGEMENT, LLC
December 31, 2001 - October 28, 2002
GLENWOOD CAPITAL MANAGEMENT, INC.
Primary Firm SEC Registration
LIVE OAK PRIVATE WEALTH, LLC
CRD#: 297904 / SEC#: 801-113818
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/19/2020)
Current Firm
LIVE OAK PRIVATE WEALTH, LLC
CRD#: 297904 / SEC#: 801-113818
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,086 |
| AUM (Assets Under Management) | $ 1,067,283,022 |
Red Flags
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