Charles Reed Terry

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

• 12/1999 → 03/2023
  Securities America, Inc.
  Birmingham, AL
• 07/1986 → 03/2023
  Lifestyle Financial Planning Services, Llc
  Birmingham, AL
• 01/2005 → 03/2023
  Securities America Advisors, Inc.
  Birmingham, AL
• 09/1995 → 03/2023
  Lifestyle Financial Network, Llc
  Birmingham, AL
• 03/2023 → Present
  Lpl Financial Llc
  Birmingham, AL

Previous Registrations

• 2005-01-07 → 2023-04-04
  Securities America Advisors, Inc.
  Birmingham, AL
• 1995-09-06 → 2004-12-31
  The Financial Service Group
  Birmingham, AL

Other Businesses

1) 02/2023 - Lifestyle Financial Network, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s). 2) 02/2023 - Lifestyle Financial Network, LLC / Non-Variable Insurance / Investment Related / Birmingham, AL 3) 02/2023 - Lifestyle Financial Network, LLC / Tax Prep/Accounting/CPA / Investment Related / Birmingham, AL

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-02-09

Designations

• Certified Financial Planner

Other Names

• Reed Terry
• Charles Reed Terry