Terrence
Scroggin
Msp Wealth Management, LLC
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About this Advisor
Terrence Scroggin is a financial advisor operating in Klamath Falls, Oregon with 3 years of relevant experience. Scroggin is currently employed by Msp Wealth Management, LLC. Over the course of their career, they have held roles at Avantax Advisory Services, Avantax Investment Services, Inc, Msp Wealth Management, LLC, Avantax Insurance Services, 1St Global Capital Corp and Molatore, Scroggin, Peterson & Co, Llp. Scroggin has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Oregon and Texas. Msp Wealth Management, LLC is an advisory company based in Klamath Falls, OR. The firm has a total of seven advisors. It oversees $147 million in assets under management across its 803 accounts, making it one of the mid-sized firms in the nation by assets under management. The firm serves two charities and foundations. Of its 803 customer accounts, just 12% belong to high-net-worth individuals who have more than $1 million in assets. Msp Wealth Management, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules vary depending on which service is provided. However, fee types billed by Msp Wealth Management, LLC likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Msp Wealth Management, LLC Brokerage Details
$147,114,376
7
803
$183,206
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Terrence Scroggin Work History
Terrence has been registered as a financial advisor for 3 years.*
Msp Wealth Management, LLC
Molatore, Scroggin, Peterson & Co, Llp
Avantax Advisory Services
Avantax Investment Services, Inc
Avantax Insurance Services
1St Global Capital Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Terrence Scroggin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Msp Wealth Management, LLC
Klamath Falls, OR
Klamath Falls, OR
Klamath Falls, OR
Klamath Falls, OR
Klamath Falls, OR
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