Terry
Horley

Lpl Financial LLC

CRD#3084440
Investment Advisor
in Portland, OR
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About this Advisor

Terry Horley is a certified financial planner who is based in Portland, Oregon. Currently a registered investment advisor at Lpl Financial LLC, they have gathered 11 years of experience as an investment advisor. Horley holds Series 63 and Series 66 licenses, which designate them as a securities broker. Horley is able to work with customers in Oregon and Washington. Horley has worked their whole career at Lpl Financial LLC. Lpl Financial LLC is located in Portland, Oregon, and operates out of 8,011 offices throughout the country. Overall, Lpl Financial LLC manages $153 billion in assets throughout 680,466 client accounts and retains more than 22,703 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 23% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lpl Financial LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

10200 Sw Greenburg Rd Ste 300
Portland, OR 97223

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

OR Average: $16,012,751,954
Total Number of Employees

22,790

OR Average: 118
Total Number of Accounts

786,525

OR Average: 4,567
Average Account Size

$202,281

OR Average: $3,506,186

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Investment Advisory Services

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

Terry Horley Work History

Terry has 11 years of experience.

2007 - Present (12 years)

Lpl Financial LLC

Disclosures

Terry Horley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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