Terry Lee Adams
Professional Summary
Terry Lee Adams is a registered financial advisor currently at CAPACUITY SECURITIES, INC. located in Lake Mary, Florida. Terry is registered as a RR (Registered Representative) and started their career in finance in 2012. Terry has worked at 2 firms and has passed the SIE and Series 99 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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
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Disclosures on record.
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Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
CAPACUITY SECURITIES, INC. | JOHNSON SECURITIES, INC.
Contact Information
Main Address
300 International Pkwy, #350, Lake Mary, FL 32746Mailing Address
300 International Pkwy, #350, Lake Mary, FL 32746Phone Number
(407) 949-6889Established
Pennsylvania since 05/14/1984Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (46 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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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.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Terry Lee Adams's CRS (Customer Relationship Summary).
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