Terrington Myles
Investment adviser representative at LPL Financial LLC
13 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCFeb 2026 to now
- Principal Life Insurance CompanyAug 2024 to Jan 2026
- Principal Securities, Inc.Aug 2024 to Jan 2026
- First Tee Central CarolinaJan 2024 to Aug 2024
- First Tee of Greater CharlotteAug 2022 to Jan 2024
- Pro Skills BasketballAug 2021 to Apr 2023
- The Vanguard Group, Inc.Nov 2020 to Oct 2023
- Fidelity Brokerage Services LLCMay 2020 to Oct 2020
- Budget and Credit ConsultingDec 2019 to Aug 2022
- The Vanguard Group, Inc.Jul 2017 to May 2020
- East Carolina University HousingFeb 2014 to May 2017
- East Carolina UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, TX).
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
- 6662827
- Firm CRD
- 6413