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Terry Robert Cleman

LPl Financial LLC

Olympia, WA

Vashon, WA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-08
WA RA APPROVED 2023-09-22
  • TX RA
    APPROVED_RES
    Since 2026-06-08
  • WA RA
    APPROVED
    Since 2023-09-22

Branch Locations

1601 Cooper Point Rd. Nw, Olympia, WA 98502 • United States

Vashon, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Olympia WA 08/2013 Present
Financial Advocates Investment Management Olympia WA 01/2017 Present
  • 08/2013 → Present
    Lpl Financial Llc
    Olympia, WA
  • 01/2017 → Present
    Financial Advocates Investment Management
    Olympia, WA
Previous Registrations
  • 2017-01-10 → 2023-10-06
    Financial Advocates Investment Management
    Olympia, WA
  • 2009-10-05 → 2013-05-14
    Ameriprise Financial Services, Llc
    Minneapolis, MN
    Tacoma, WA
    Tacoma, WA
  • 2004-01-29 → 2009-10-05
    Ameriprise Advisor Services, Inc.
    Tacoma, WA
    Tacoma, WA
  • 2002-05-29 → 2003-12-04
    Citigroup Global Markets Inc.
    Bellevue, WA
Other Businesses

1. 08/29/2013 - FINANCIAL ADVOCATES/ DBA ONLY/ 100%/ OLYMPIA, WA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-02-27
S63 Uniform Securities Agent State Law Examination 1997-10-25
  • S65 Uniform Investment Adviser Law Examination
    2002-02-27
  • S63 Uniform Securities Agent State Law Examination
    1997-10-25
Other Names
  • Terrence Cleman

View on SEC IAPD

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