Robert Bruce Terry

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2013 → Present
  Raymond James Financial Advisor
  Bluefield, WV
• 10/2013 → Present
  Raymond James Financial Services Advisors Inc.
  Bluefield, WV
• 12/2014 → Present
  First Community Bank
  Bluefield, WV

Previous Registrations

• 2001-11-01 → 2012-05-01
  Scott & Stringfellow, Llc
  Bluefield, VA
  Bluefield, VA

Other Businesses

Name of Business: First Community Wealth Management Address: 211 Federal St, Bluefield, WV, Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/31/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor and Branch Manager

Exams

• S66 Uniform Combined State Law Examination
  2001-10-12