Best Investors Account Sign in

Terrin Leigh Liles

Edward Jones

Duncan, OK

CRD 6101882

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-21
OK RA APPROVED 2023-07-12
  • TX RA
    APPROVED
    Since 2023-07-21
  • OK RA
    APPROVED
    Since 2023-07-12

Branch Locations

1110 N 10Th Street, Duncan, OK 73533 • 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
Edward Jones St. Louis MO 08/2012 07/2023
Edward Jones St Louis MO 07/2023 08/2025
Edward Jones St. Louis MO 08/2025 Present
Other Businesses

Leadership Duncan Type: Date: 06/08/15 Title: Steering Committee Assistant Trad Hrs: 0 Tot Hrs: 0 Assist Steering Committee Chair with Leadership Duncan decisions. Attend monthly meetings, both with the class and planning. City-State: Duncan OK ******************* Advocare Type: Multi level vitamin supplement Date: 05/01/18 Title: Representative Trad Hrs: 0 Tot Hrs: 0 No responsibilities. I signed up to get a discount on the products I purchase for myself. I currently receive a 25% discount on all the products. City-State: Duncan OK

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-11
  • S66 Uniform Combined State Law Examination
    2023-07-11
Other Names
  • Terrin Rieck
  • Terrin Beard

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Duncan, OK

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor