Terrence Lee Marti

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 07/2004 → Present
  Raymond James Financial Services
  Huntsville, AL
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Huntsville, AL
• 06/2008 → Present
  Non-Variable Insurance
  Huntsville, AL

Previous Registrations

• 2003-02-13 → 2004-08-06
  Morgan Keegan & Company, Llc
  Huntsville, AL

Other Businesses

(1)Name of Business: Financial Strategies Group Address: 129 N. Washington St., Huntsville, AL, 35801, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/20/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sr. Managing Member of the LLC (2)Name of Business: Financial Strategies Group LLC Address: 129 Washington St NE, Huntsville, AL, 35801, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 06/30/2008 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Index Universal Life (3)Name of Business: Financial Strategies Group LLC Address: 129 Washington St NE, Huntsville, AL, 35801, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 06/10/2014 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Branch Manager/RJFS ICD

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-15
• S63 Uniform Securities Agent State Law Examination
  1988-05-20

Other Names

• Terry Marti