Terry L. Roberts
Professional summary
Terry Lynn Roberts is a registered financial advisor currently at PCK INVESTMENTS located in Martindale, Texas.
Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Terry has worked at 3 firms and has passed the Series 65, Series 63 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Terry Lynn Roberts's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 15, 2016 - Present
PCK INVESTMENTS
June 15, 2004 - April 9, 2008
VALIC FINANCIAL ADVISORS, INC.
September 22, 1999 - April 9, 2008
VALIC FINANCIAL ADVISORS, INC.
December 13, 1978 - December 31, 2001
THE VARIABLE ANNUITY MARKETING COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/15/2016)
Exams
Series 1
Date: 12/8/1978
Registered Representative ExaminationCurrent Firm
PCK INVESTMENTS
CRD#: 146997 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 152 |
| AUM (Assets Under Management) | $ 32,257,000 |
Red Flags
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