Teri Anne Perrigoue

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/2012 → Present
  Lpl Financial
  Stanwood, WA
• 01/2009 → 12/2016
  Teri A Rhine Lmp
  Stanwood, WA

Other Businesses

1) 05/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - MENZIES FINANCIAL, LLC - INVESTMENT RELATED - STANWOOD, WA 98292. 2) 01/29/2024 - 2308 LLC - Inv Related - Stanwood, WA - Real Estate Rental - Started: 1/1/2024 - 1 Hr/Mo; 0 Hr During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2021-08-10

Other Names

• Teri Anne Rhine
• Teri Anne Rhine