William Kenneth Young Terry

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 02/2013 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 10/2023 → 05/2025
  Byrna Dealer
  Vancouver, WA

Previous Registrations

• 2011-11-29 → 2013-02-08
  Cuna Brokerage Services, Inc.
  Camas, WA
  Vancouver, WA
• 2007-12-04 → 2009-05-27
  Cuso Financial Services, L.P.
  San Diego, CA
  Hillsboro, OR
• 2003-07-16 → 2004-02-06
  U.S. Bancorp Advisors, Llc
  Bakersfield, CA
• 2003-04-03 → 2003-07-15
  Partnervest Advisory Services Llc
  Santa Barbara, CA
• 2002-11-29 → 2003-04-17
  Ifmg Securities, Inc.
  Bakersfield, CA
• 2001-10-25 → 2002-12-16
  Lpl Financial Llc
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-20
• S66 Uniform Combined State Law Examination
  2007-11-16

Other Names

• Bill Terry
• William Kenneth Terry
• William K Young Terry