Donald Terry

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/1994 → Present
  Principal Securities Inc
  Houston, TX
• 07/1998 → Present
  Principal Life Insurance Co
  Houston, TX
• 03/2006 → Present
  Executive Benefit Solutions Dt Jr
  Houston, TX

Other Businesses

***GIRLS INC OF GREATER HOUSTON. 10/2004-ORESENT. BOARD MEMBER, NOT-FOR-PROFIT ORG THAT INSPIRES GIRLS TO BE STRONG, SMART, AND BOLD.**HOUSTON GALVESTON WOMEN'S BUSINESS CENTER. 10/12/2011. BOARD MEMBER.**OUTSIDE INSURANCE, FIXED LIFE & ANNUITIES, LTC, DI, HEALTH, 5/29/15.***Executive Benefit Solutions, LLC; Not Investment Related; Houston, TX; Owner; Entity established for payroll, business expenses, employee benefits administration.; Start Date: 09/01/2011; 2 hrs per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1989-12-29

Other Names

• Donald Jr Terry