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Terrell Stauffer

Terrell Stauffer

STAUFFER FINANCIAL | Financial Advisor
ROCK HILL, SC
Some features on this profile are disabled
CRD#: 7125507
Terrell Stauffer

Professional summary

Terrell Stauffer, CFP®, who also goes by Terrell M Stauffer, Terrell Moshe Stauffer, is a registered financial advisor currently at STAUFFER FINANCIAL, LLC located in Rock Hill, South Carolina.

Terrell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Terrell has worked at 7 firms and has passed the Series 66, SIE and Series 7TO exams.

Biography

Terrell serves his clients by helping them to see the right perspective, which is based on tried-and-true principles. These provide the foundation for every plan and are used to map out a financial course of action that focuses on the details that matter. Terrell has learned that each client presents unique details, concerns, and financial complexity. Because of that, he devotes time and intentionality to each relationship. Terrell wants to strategically help clients give charitably as well as serve as a multigenerational planner to help smooth the process of gifting to the next generation. Terrell and his wife, Laurel, currently live in Rock Hill, SC. They are passionate about their local church and strive to use their gifts to glorify God. Terrell also enjoys reading, playing golf, and many other outdoor activities.

Question & Answer

What are your service offerings?
Long-term Care
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Socially Responsible Investing
Insurance Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Terrell M Stauffer | Terrell Moshe Stauffer

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 Terrell Stauffer'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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

February 19, 2026 - Present

STAUFFER FINANCIAL, LLC

RIA
CRD#: 340420
ROCK HILL, SC
Past

January 20, 2022 - January 22, 2026

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

BD
CRD#: 130139
CHARLOTTE, NC
Past

December 1, 2021 - January 22, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA
CRD#: 116407
CHARLOTTE, NC
Past

November 30, 2021 - June 30, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
ROCK HILL, SC
Past

July 16, 2020 - December 8, 2021

CARROLL FINANCIAL ASSOCIATES INC

RIA
CRD#: 105427
CHARLOTTE, NC
Past

July 13, 2020 - December 3, 2021

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
CHARLOTTE, NC
Past

August 29, 2019 - July 10, 2020

CROWN CAPITAL SECURITIES, L.P.

RIA
CRD#: 6312
CHARLOTTE, NC
Past

July 30, 2019 - July 10, 2020

CROWN CAPITAL SECURITIES, L.P.

BD
CRD#: 6312
CHARLOTTE, NC

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
North Carolina
(3/3/2026)
IAR
South Carolina
(2/19/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/27/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/30/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/20/2019
General Securities Representative Examination

Current Firm

SF
STAUFFER FINANCIAL, LLC
STAUFFER FINANCIAL, LLC

CRD#: 340420 / SEC#:

South Carolina
Registered Investment Advisory firm - (2/19/2026 Approved)
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Contact information

Main Address
Rock Hill, SC
Mailing Address
Phone number
(803) 412-8519
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STAUFFER FINANCIAL, LLC

Financial AdvisorCRD#: 340420Rock Hill, SC

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