David Terrian (CRD# 2333949) is an Investment Advisor Representative working at Primerica Advisors in Grand Blanc, MI and has over 31 years of experience in the finance industry.
CRD# 1210153
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5198788
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2354562
Kovack Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U Of M Hospital Adult Emergency Services | Ann Arbor, MI | Feb 2024 - Current | < 1 |
| Pfs Investments Inc. | Grand Blanc, MI | Feb 1993 - Current | 31 |
| Primerica Financial Services | Grand Blanc, MI | Feb 1992 - Current | 32 |
| Ascension Travel | Swartz Creek, MO | May 2022 - Feb 2024 | 1 |
| Genesus Health Park | Grand Blanc, MI | Feb 2005 - Nov 2021 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1993 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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