Terence Patrick Mcnichol

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 01/2010 → Present
  Self Employed
  Drexel Hill, PA
• 10/2015 → 10/2019
  Fsc Securities Corp
  Atlanta, GA
• 10/2019 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2019 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2016-06-09 → 2019-10-11
  Fsc Securities Corporation
  Havertown, PA
  Havertown, PA
  Milton, GA

Other Businesses

1. INDEPENDENT INSURANCE AGENT, 37 HARVARD RD, HAVERTOWN, PA, 10/2019 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/WK - 5/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 3. NETTWORTH FINANCIAL GROUP, 37 Harvard Road, Havertown PA 19083, 10/2019, Marketing, DBA Name, NIR, 10 HR/MO - 5 HR/MO TRADING. 4. TERENCE P MCNICHOL, 129 57th St West, Sea Isle City NJ 08243, 07/2025, Owner, Real Estate, NIR, 1 HR/MO, 0 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-07
• S63 Uniform Securities Agent State Law Examination
  2000-02-10

Other Names

• Terry Mcnichol