Terence Owen Smith
Investment adviser representative at Planmember Securities Corporation
16 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Planmember Securities CorporationNov 2020 to now
- Aspen Grove Advisory Group, LLCNov 2020 to Feb 2023
- Securities America Advisors, Inc.Jun 2013 to Nov 2020
- T. Smith Medicare SolutionsJun 2012 to Dec 2021
- Securities America Inc.Sep 2010 to Nov 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 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
- 4343726
- Firm CRD
- 11869