Terry Alan Pigeon
Investment adviser representative at Gradient Advisors, LLC
11 yearsExperience
1 stateRegistered in
$289.3MFirm assets
16 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 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
11 years in the industry.
- Gradient Advisors, LLCJan 2024 to now
- Tap Insurance, LLCJul 2020 to now
- Transamerica Financial Advisors, IncMay 2023 to Dec 2023
- College Funding Solutions LLCNov 2020 to Jan 2024
- World Financial Group, Inc.Jun 2020 to Dec 2023
- Transamerica Agency NetworkJan 2020 to Dec 2022
- Unitedhealthcare CorporateOct 2019 to Sep 2023
- Florida BlueOct 2019 to Jul 2023
- AetnaOct 2019 to Oct 2021
- UnemployedJul 2019 to Dec 2019
- Rich Mathews State FarmMar 2019 to Jun 2019
- UnemployedDec 2018 to Mar 2019
- Libeerty NationalFeb 2018 to Nov 2018
- Rogan CorpNov 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Gradient Advisors, LLC
$289.3MAssets managed
2,152Clients
185Advisers
16 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
- 7290984
- Firm CRD
- 152665