Terry Webb Sapp

Employer firm

Live Oak Private Wealth, LLC CRD 297904

$1.32B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2004 → 04/2020
  Jolley Asset Management, Llc
  Rocky Mount, NC
• 05/2020 → Present
  Live Oak Private Wealth, Llc
  Wilmington, NC

Previous Registrations

• 2004-02-19 → 2020-04-30
  Jolley Asset Management, Llc
  Rocky Mount, NC
• 2001-12-31 → 2002-10-28
  Glenwood Capital Management, Inc.
  Raleigh, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-05

Designations

• Chartered Financial Analyst

Other Names

• Terry Webb
• Terry Webb Wall
• Terry Webb Wall
• Terry Ann Webb
• Terry Ann Sapp
• Terry Ann Sapp