LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit

As independent advisors, affiliated with LPL Financial – the nation’s largest independent Broker/Dealer*, we are able to focus solely on serving our clients’ needs and acting in their best interest at all times. We have no obligations to investment product manufacturers and no quotas or directives.

At Terry Wealth Management we spend our time developing customized strategies for the unique challenges that our clients face. We are solely focused on their needs and understanding their individual financial objectives.

*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.