Sourcing
Firms
People
Sources
TERRY LEE ALLEN
C
14
IAR CRD 1477937
·
Industry start 2004-08-22
Identity
Legal name
TERRY LEE ALLEN
brokercheck
CRD
1477937
NPN
—
Career
Previous employments
PORTSMOUTH FINANCIAL SERVICES
2013-10-16
SANDERS MORRIS HARRIS INC.
2004-08-23
▸ Show all (+3)
brokercheck
Current branches
ARETE WEALTH MANAGEMENT, LLC
THE PUTNEY FINANCIAL GROUP LLC
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Designations
—
Education
—
BrokerCheck signals
Industry start
2004-08-22
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Est. age
44
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Age confidence
—
Est. birth year
1982
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BC active
Yes
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IA active
Yes
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Disclosures
Yes
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Private residence
No
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Firm affiliations
1
THE PUTNEY FINANCIAL GROUP LLC
IAR
CRD 111639