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TT

Terry T. Thill

EVIDENCE ADVISORS INVESTMENT MANAGEMENT
BOERNE, TX 78006
Some features on this profile are disabled
CRD#: 4619476
TT

Professional summary

Terry Todd Thill is a registered financial advisor currently at EVIDENCE ADVISORS INVESTMENT MANAGEMENT located in Boerne, Texas.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Terry has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Todd Thill'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

December 4, 2018 - Present

EVIDENCE ADVISORS INVESTMENT MANAGEMENT

Office #1: 7 Upper Balcones Road, Boerne, TX 78006
RIA
CRD#: 282234
BOERNE, TX
Past

August 31, 2010 - November 30, 2018

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
SAN ANTONIO, TX
Past

August 20, 2010 - November 30, 2018

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
SAN ANTONIO, TX
Past

February 6, 2008 - September 10, 2010

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
SAN ANTONIO, TX
Past

February 6, 2008 - September 10, 2010

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
SAN ANTONIO, TX
Past

June 13, 2005 - February 1, 2008

MONEY CONCEPTS CAPITAL CORP

RIA
CRD#: 12963
SAN ANTONIO, TX
Past

January 2, 2004 - February 1, 2008

MONEY CONCEPTS CAPITAL CORP

BD
CRD#: 12963
SAN ANTONIO, TX
Past

January 27, 2003 - December 15, 2003

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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
Texas
(12/4/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/5/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/2/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/20/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/25/2003
Investment Company Products/Variable Contracts Representative Examination

Current Firm

EA
EVIDENCE ADVISORS INVESTMENT MANAGEMENT
EVIDENCE ADVISORS | EVIDENCE ADVISORS, LLC | EVIDENCE ADVISORS INVESTMENT MANAGEMENT

CRD#: 282234 / SEC#:

Texas
Registered Investment Advisory firm - (4/15/2016 Approved)
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Contact information

Main Address
7 Upper Balcones Road, Boerne, TX 78006
Mailing Address
Phone number
(210) 591-1170
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts103
AUM (Assets Under Management)$ 69,422,004

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

EVIDENCE ADVISORS INVESTMENT MANAGEMENT

CRD#: 282234Boerne, TX 78006

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