Terry D. Holtsclaw

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

• 04/2011 → 10/2019
  Fsc Securities Corporation
  St. Louis, MO
• 10/2019 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2019 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2011-04-27 → 2019-10-10
  Fsc Securities Corporation
  Milton, GA
  St. Louis, MO
• 2008-12-18 → 2011-04-27
  Lpl Financial Llc
  St. Louis, MO
  Arnold, OH
  Chesterfield, MO
  Clayton, MO
  Fenton, MO
  Dardenne Prairie, MO
  Oakville, MO
  Chesterfield, MO
  Chesterfield, MO

Other Businesses

1) HEAD COACH OF ST LOUIS UNIVERSITY MENS RUGBY CLUB, 2700 STONEWALL STATION, ST CHARLES MO, 4/2016. NIR, 10 HR/WK 0 HR/TRADING 2) TERRY HOLTSCLAW, 11710 ADMINISTRATION DRIVE SUITE #41 ST LOUIS MO, 05/26/2011, OWNER, NOTARY, NIR, 1 HR/MO 1 HR/MO TRADING 3) HOLTSCLAW FINANCIAL PLANNING, 11710 ADMINISTRATION DRIVE SUITE #41 ST LOUIS MO, 05/01/2011, OWNER, DBA, INV REL, 160 HR/MO, 160 HR/MO TRADING 4) TERRY HOLTSCLAW, 11710 ADMINISTRATION DRIVE SUITE #41 ST LOUIS MO, 05/2011, OWNER, Insurance/Benefits/Human Resources, NIR, 1 HR/MO, 1 HR/MO TRADING 5) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 10/2019, AS ADVISORY REP OF A RIA. INV REL, 160 HR/MO 120 HR/MO TRADING 6) NETTWORTH FINANCIAL GROUP, 11710 ADMINISTRATION DRIVE SUITE #41 ST LOUIS MO, 10/01/2019, IAR, DBA, INV REL, 10 HR/MO 5 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2008-12-17
• S63 Uniform Securities Agent State Law Examination
  2006-05-26

Other Names

• Terry Holtsclaw