Terence E Ginn

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 09/2001 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baton Rouge, LA
• 04/2011 → Present
  Bank Of America, N.A.
  Baton Rouge, LA

Other Businesses

I*1870310, Entity Type:Entity For Profit, Name of OBA: KTG Beach Condo, LLC Address:Orange Beach, Alabama 36561 Investment Related:No Position, Title, Association: General Partner/Managing Member Employee Start Date: 6/17/2024 No Hours:0 No Hours during trading: 0 Duties: This is a beach condo that will be rented out when we are not using it. Same property already approved in AIM as "Rental Property 1" we are just placing the property into an LLC. I did not see a way to edit original details in AIM. I*2121291, Entity Type: Fiduciary, Name of OBA: ACG IRA FBO ACG, Address: Pride, Louisiana, 70770, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 12/02/2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2001-11-29

Other Names

• Terry Ginn