Terry
Dresbach

Pruco Securities, LLC

CRD#6877542
Investment Advisor
in Jacksonville, NC

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About this Advisor

Terry Dresbach is a financial advisor based in Jacksonville, North Carolina, working with Pruco Securities, LLC. Terry has previously held positions at the Department Of The Navy, Headquarters U.S. Marine Corps, First Command Financial Planning, Inc, First Command Advisory Services, Inc, First Command Financial Insurance Services, Inc, Pruco Securities, LLC, and Prudential Insurance Company Of America. Terry has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Terry is part of Pruco Securities, LLC, which operates out of Jacksonville, North Carolina. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

513 New Bridge St.
Jacksonville, NC 28540

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$16,378,802,331

NC Average: $10,121,009,343
Total Number of Employees

2,700

NC Average: 92
Total Number of Accounts

113,575

NC Average: 6,978
Average Account Size

$144,211

NC Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Terry Dresbach Work History

2020 - Present (4 years)

Prudential Insurance Company Of America

2019 - Present (5 years)

Pruco Securities, LLC

2018 - 2019 (1 year)

First Command Financial Planning, Inc

2018 - 2019 (1 year)

First Command Advisory Services, Inc

2018 - 2019 (1 year)

First Command Financial Insurance Services, Inc

2017 - 2018 (1 year)

First Command Financial Planning, Inc

2010 - 2017 (7 years)

Department Of The Navy, Headquarters U.S. Marine Corps

Disclosures

Please visit the SEC profile of Terry Dresbach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Austin Kneifl
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Benjamin White
Wilmington, DE
Jacob Taylor
Sarasota, FL
Jason Jackson
Columbus, OH
Jacob Logan
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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