Terry Lee Roe
Investment adviser representative at Onyx Financial Advisors, LLC
35 yearsExperience
2 statesRegistered in
PFSDesignation
$506.4MFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
35 years in the industry.
- Onyx Financial Consulting, LLCJan 2007 to now
- TD Financial Inc.Jan 2007 to now
- Onyx Financial Advisors, LLCFeb 2005 to now
- Parry, Roe & CompanyJan 1991 to now
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
Onyx Financial Advisors, LLC
$506.4MAssets managed
272Clients
7Advisers
10 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
- 4933838
- Firm CRD
- 134881