Terri Marie Abrams

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

• 01/1999 → Present
  Raymond James Financial Services, Inc.
  Crystal Lake, IL
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Crystal Lake, IL

Other Businesses

(1)Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Succession Planning Investment Related: No Start Date: 09/30/2026 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Succession deal on file included the component of Erik's note to Terri to comence on Jan 30, April 30, July 31 and Oct 31 of 2027 thru 2029. For a total of $14,500 paid Qtrly for a total of $174,000. (2)Name of Business: Woodstock Police Pension Board Address: 656 Lake Avenue, Woodstock, IL 60098, Woodstock, IL, 60098, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Vice President, Advisory Board Investment Related: Yes Start Date: 04/27/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Appointed By Mayor for the Board

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-02
• S63 Uniform Securities Agent State Law Examination
  1985-05-07

Other Names

• Terri M Abramsbrown
• Terri Marie Brown