Terek L. Wilson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Terek Len Wilson, who also goes by Terek Len Wilson, Terek Wilson, was a registered financial professional .
Terek is a previously registered financial professional and started their career in finance in 2009. Terek had worked at 17 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 4, 2025 - October 23, 2025
LSF CAPITAL LLC
January 12, 2023 - January 24, 2025
ON INVESTMENT MANAGEMENT CO
January 5, 2023 - January 24, 2025
THE O.N. EQUITY SALES COMPANY
August 31, 2021 - December 20, 2022
CREATIVEONE WEALTH, LLC
August 31, 2021 - December 20, 2022
CREATIVEONE SECURITIES, LLC
November 21, 2019 - July 28, 2021
USA FINANCIAL SECURITIES LLC
November 21, 2019 - July 28, 2021
USA FINANCIAL SECURITIES LLC
April 19, 2018 - October 11, 2019
ALLSTATE FINANCIAL ADVISORS, LLC
March 27, 2018 - October 11, 2019
EVERLAKE DISTRIBUTORS, LLC
August 24, 2015 - April 17, 2018
ALLSTATE FINANCIAL ADVISORS, LLC
August 24, 2015 - April 17, 2018
ALLSTATE FINANCIAL SERVICES, LLC
April 17, 2015 - August 7, 2015
WADDELL & REED
April 17, 2015 - August 7, 2015
WADDELL & REED
April 17, 2015 - August 7, 2015
IVY DISTRIBUTORS, INC.
October 29, 2014 - February 24, 2015
MARINER WEALTH ADVISORS
July 8, 2014 - February 24, 2015
FIRSTPOINT FINANCIAL, LLC
February 20, 2014 - February 24, 2015
MSEC, LLC
October 28, 2013 - February 24, 2014
PRUCO SECURITIES, LLC.
July 14, 2010 - November 4, 2013
ONEAMERICA SECURITIES, INC.
May 6, 2009 - June 30, 2010
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LSF CAPITAL LLC
CRD#: 323870 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 66 |
| AUM (Assets Under Management) | $ 4,600,000 |
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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