Terry Donald Schnare

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY 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

• 03/2014 → Present
  Lpl Financial Llc
  Naples, FL
• 04/2014 → 12/2019
  Advantage Investment Management Llc
  Naples, FL
• 10/2019 → 08/2024
  Private Advisor Group, Llc
  Naples, FL

Previous Registrations

• 2019-10-28 → 2024-08-05
  Private Advisor Group, Llc
  Naples, FL
  Peterborough, NH
  Morristown, NJ
• 2014-04-03 → 2019-12-31
  Advantage Investment Management, Llc
  Naples, FL
  Petersborough, NH
• 2011-03-15 → 2014-04-28
  Westport Resources Management Inc
  Westport, CT
• 2004-09-21 → 2011-03-15
  Wells Fargo Clearing Services, Llc
  Naples, FL
  Naples, FL
• 2002-11-01 → 2004-09-10
  Rbc Capital Markets, Llc
  Peterburough, NH
• 1998-01-22 → 2002-11-21
  A. G. Edwards & Sons, Inc.
  Keene, NH

Other Businesses

1) 04/01/2014: HIGH BANK PROPERTIES, LLC - INV REL - 213 SOUTH BENNINGTON ROAD, BENNINGTON, NH 03442 - REAL ESTATE RENTAL - - OWN & MANAGE INVESTMENT PROPERTIES 2) 07/09/2014: THOMAS BRADY & ASSOCIATES - INV REL - 3003 TAMIAMI TRAIL N, SUITE 300, NAPLES, FL 34103 - NON-VARIABLE INSURANCE - START 06/25/2014 - 4 HR/MO 1 DURING SECS TRDG HRS 3) 09/02/2014 - SCH FINANCIAL GROUP, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 720 HOURS PER MONTH - NAPLES, FL 4) 08/20/2015 - SYNERGY LIFE BROKERAGE GROUP, LLC - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 08/01/2015 - 2 HRS/MO NOT DURING SECS TRDG HRS. 5) 10/28/2015 * SCH Financial Group LLC * Registered Investment Advisor Hybrid * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 11/01/2015 * 7 HRS/MO DURING SECS TRDG HRS 6) 11/13/2017 - SCH Development Group, LLC - Investment Related - Home Based - Real Estate Rental - Start Date 11/01/2017 - 15 Hours Per Month/0 During Securities Trading - Real Estate Rental and Development. 7) 6/23/2021 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 06/16/2021 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 6/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8) 02/05/2025 - D. Gates Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - Coral FL - Start Date:08/01/2024 - 40 Hrs/Mth - 40 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-24
• S63 Uniform Securities Agent State Law Examination
  1986-01-21