Terry Lee Roe

Employer firm

Onyx Financial Advisors, LLC CRD 134881

$506M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 01/1991 → Present
  Parry, Roe & Company
  Idaho Falls, ID
• 02/2005 → Present
  Onyx Financial Advisors, Llc
  Idaho Falls, ID
• 01/2007 → Present
  Onyx Financial Consulting, Llc
  Idaho Falls, ID
• 01/2007 → Present
  Td Financial Inc.
  Idaho Falls, ID

Other Businesses

PARRY ROE & COMPANY PLLC; NOT INVESTMENT RELATED; 2400 EAST 25TH STREET, IDAHO FALLS, ID 83404; CPA FIRM; PARTNER & CPA SINCE 01/1991; OVER 150 HOURS/ MONTH DEVOTED TO THIS BUSINESS, INCLUDES SECURITIES TRADING HOURS; DUTIES INCLUDE MANAGEMENT AND CPA FUNCTIONS. ONYX FINANCIAL CONSULTING LLC; NOT INVESTMENT RELATED; 2400 EAST 25TH STREET, IDAHO FALLS, ID 83404; MANAGER SINCE 01/2007; < 20 HOURS/MONTH ON AVERAGE DEVOTED TO THIS BUSINESS, INCLUDES SECURITIES TRADING HOURS; DUTIES INCLUDE ALL ASPECTS OF THIS BUSINESS INCLUDING CONSULTING SERVICES, MANAGEMENT, AND ACCOUNTING. TD FINANCIAL INC.; NOT INVESTMENT RELATED; 2400 EAST 25TH STREET, IDAHO FALLS, ID 83404; PRESIDENT AND 51% OWNER SINCE 01/2007; < 10 HOURS/MONTH ON AVERAGE DEVOTED TO THIS BUSINESS, INCLUDES SECURITIES TRADING HOURS; DUTIES INCLUDE ALL ASPECTS OF THIS BUSINESS INCLUDING CONSULTING SERVICES, MANAGEMENT, AND ACCOUNTING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-30

Designations

• Personal Financial Specialist