Terrence
Scroggin
Msp Wealth Management, LLC
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About this Advisor
Terrence Scroggin is a financial advisor based in Klamath Falls, Oregon, working with Msp Wealth Management, LLC. Terrence has previously held positions at 1St Global Capital Corp, Molatore, Scroggin, Peterson & Co, Llp, Avantax Insurance Services, Avantax Advisory Services, Avantax Investment Services, Inc, and Msp Wealth Management, LLC. Terrence has passed the Series 66 regulatory exam and is registered to provide services in Oregon and Texas. Currently, Terrence is part of Msp Wealth Management, LLC, which operates out of Klamath Falls, Oregon. The firm has 1 office and 7 employees. The firm manages assets totaling $170.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Msp Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Msp Wealth Management, LLC Brokerage Details
$169,980,336
7
860
$197,652
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Terrence Scroggin Work History
Msp Wealth Management, LLC
Molatore, Scroggin, Peterson & Co, Llp
Avantax Advisory Services
Avantax Investment Services, Inc
Avantax Insurance Services
1St Global Capital Corp
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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