Terry Whitney
Wealth Management Advisor at Ordos
- Role
- Financial Advisor, Aif at LPL Financial
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Terry Whitney
Terry is a 25 year plus veteran of the financial services industry, starting his career…
Experience
Financial Advisor, Aif
May 2003 — Present · Houston, TX, US
I am an independent investment and financial advisor working with institutions, individuals, and their families.
Skills
- Investments
- Retirement
- Strategic Financial Planning
- Pensions
- Financial Advisory
- Uniform Combined State Law
- Financial Planners
- Portfolio Management
- Retirement Planning
- Series 63
- Finance
- Investment Advisory
- Financial Services
- Wealth Management
- Personal Finance
- Financial Planning
- Series 7
- 401k
- Securities
- Asset Managment
- Asset Allocation
- Mutual Funds
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