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Terry Lucas Minton

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
806 clients
Average Client Portfolio
$162K average
Assets Under Management
$130.7M

Fee Structure

Minimum Investment:$200K
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Location

1 Crestview Plaza, Jacksonville, AR, 72076

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Terry is an insurance agent and has the ability to sell various insurance products, including annuities and variable insurance. He also assists the County Sheriff with auto accidents, owns an accounting services/tax preparation business (financial backer only), owns rental property, and provides expert divorce witness services.

Employment History
Current Registrations
Trutoro
November 2019 - Present · 6 yrs 3 mos
TrutoroBroker
November 2019 - Present · 6 yrs 3 mos
Trutoro
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Avantax Investment Services, INC.Broker
August 2014 - November 2019 · 5 yrs 3 mos
Avantax Advisory Services
August 2014 - November 2019 · 5 yrs 3 mos
Genwealth Financial Advisors, LLC
November 2011 - October 2014 · 2 yrs 11 mos
LPL Financial LLC
June 2011 - September 2014 · 3 yrs 3 mos
LPL Financial LLCBroker
June 2011 - September 2014 · 3 yrs 3 mos
Edward Jones
November 2009 - March 2011 · 1 yr 4 mos
Edward JonesBroker
October 2009 - March 2011 · 1 yr 5 mos
State Registrations1 state
AR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Terry Lucas Minton - Financial Advisor | TrueAdvisor