Carlsbad, CA 92010
Shane Terry is the President and Founder of Terry Wealth Management, a firm that provides
personalized, comprehensive, and objective financial guidance for individuals, families, and small
Terry Wealth Management is based on the principles of Service, Collaboration, and Trust.
Service - Providing a world class service experience is our top priority. We know time is one of our clients most valuable resources and understand the importance of responding to all requests in an urgent fashion. Years of experience overseeing a large complex Service organization helps to ensure the highest standards of service are implemented in all our interactions.
Collaboration - We believe that great financial advisors are first and foremost great listeners. We take a collaborative, educational approach to our Wealth Management process to clarify goals and create a plan that allows you to focus on what matters most to you in life. Why not have one less worry? Spend time with your family, travel, pursue your dreams, and most importantly enjoy life.
Trust - We build lasting relationships based on trust and delivering customized financial guidance that meets your individual needs. We place our clients needs first with personalized services and objective advice. We do our utmost to get our clients results they can trust over and over again.
Firm Start Year
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Insurance and Annuity Licenses
Non-Financial Organization Memberships
Firm's Number of Clients
Assets Managed by Firm
Advisor's Number of Clients
Advisor's Number of Managed Clients
Assets Managed by Advisor
Minimum Portfolio Size for New Managed Accounts
Bachelor of Science - Finance
CFP Professional Education - CFP
Shane Terry is a Financial Advisor with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC www.sipc.org. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, AZ, CO, HI, ID, ND, NE, TX, WI.