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TH

Terrence L. Hansen

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CRD#: 807995
TH

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.

Terrence Leslie Hansen JR, who also goes by Terrence L Hansen Jr, Terry Hansen, was a registered financial professional .

Terrence is a previously registered financial professional and started their career in finance in 1975. Terrence had worked at 5 firms and has passed the Series 1 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Terrence L Hansen Jr | Terry Hansen

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 1, 1995 - December 20, 1995

INTERMOUNTAIN FINANCIAL SERVICES, INC.

BD
CRD#: 15386
HEBER CITY, UT
Past

January 13, 1988 - April 1, 1995

RICHARDS INVESTMENTS

BD
CRD#: 3176
SALT LAKE CITY, UT
Past

March 4, 1986 - December 31, 1987

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

November 18, 1976 - March 21, 1986

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

May 20, 1975 - February 7, 1976

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 1
Date: 5/17/1975
Registered Representative Examination

Current Firm


IF
INTERMOUNTAIN FINANCIAL SERVICES, INC.
INTERMOUNTAIN FINANCIAL SERVICES, INC.

CRD#: 15386 / SEC#: , 8-32109

BD
Cancelled by SEC on 05/01/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Idaho since 05/21/1984
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SWEAT, KENT DUANEPRESIDENT/CCO1157627
ASHLIMAN, RANDELL KENTFINOP, OPTIONS PRINCIPAL, MSRB PRINCIPAL860713

Disclosures


Regulatory Event8
Arbitration1

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


INTERMOUNTAIN FINANCIAL SERVICES, INC.

CRD#: 15386

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