Terry Michael Pasket
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial, LLCNov 2024 to now
- Taps Bar and GrillFeb 2021 to Feb 2021
- JP Morgan Chase Bank, N.A.May 2019 to Oct 2024
- JPMorgan Securities, LLCMay 2019 to Oct 2024
- Wells Fargo Advisors Financial Network, LLCMay 2016 to May 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (FL).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3195786
- Firm CRD
- 6413