Terri Aycock Hunter

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → 07/2025
  Next Financial Group, Inc
  San Antonio, TX
• 07/2025 → Present
  Lpl Financial Llc
  Horseshoe Bay, TX

Previous Registrations

• 2004-09-17 → 2025-07-10
  Next Financial Group, Inc.
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  Horseshoe Bay, TX

Other Businesses

1. 07/2025 - Competitive Edge Professionals - DBA for LPL Business (entity for LPL business) - Horseshoe Bay, TX - INV REL - Start Date 06/13/2016 - 140hrs/mth | 140hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-16
• S63 Uniform Securities Agent State Law Examination
  2004-08-18

Other Names

• Terri Lynn Aycock
• Terri Lynn Aycock