Terry L. Hill
Professional summary
Terry Lee Hill is a registered financial advisor currently at CRESCENT ADVISOR GROUP, INC. located in Dallas, Texas and CRESCENT SECURITIES GROUP, INC. located in Plano, Texas.
Terry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1975. Terry has worked at 9 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Terry Lee Hill's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2018 - Present
CRESCENT ADVISOR GROUP, INC.
January 3, 2018 - Present
CRESCENT SECURITIES GROUP, INC.
Office #1: 4975 Preston Park Blvd. Suite 820, Plano, TX 75093March 21, 2013 - January 2, 2018
ISC ADVISORS, INC.
January 18, 2008 - December 31, 2013
INSTITUTIONAL SECURITIES CORPORATION
January 10, 2006 - March 28, 2011
FETTERMAN INVESTMENTS, INC.
May 18, 2001 - December 2, 2005
FETTERMAN INVESTMENTS, INC.
April 13, 1989 - January 2, 2018
INSTITUTIONAL SECURITIES CORPORATION
August 31, 1988 - December 31, 1988
MUTUAL SERVICE CORPORATION
May 29, 1984 - June 30, 1987
T.L. HILL SECURITIES, INC.
November 25, 1981 - June 30, 1987
INVESTORS BROKERAGE SERVICES, INC.
June 25, 1975 - October 29, 1981
THE VARIABLE ANNUITY MARKETING COMPANY
Primary Firm SEC Registration
CRESCENT ADVISOR GROUP, INC.
CRD#: 115974 / SEC#: 801-127131
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/28/2023)
(1/3/2018)
(1/3/2018)
(1/4/2018)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
CRESCENT ADVISOR GROUP, INC.
CRD#: 115974 / SEC#: 801-127131
Contact information
SEC notice filing (7 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 467 |
| AUM (Assets Under Management) | $ 282,987,504 |
Red Flags
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