Terrence Scroggin (CRD# 4583317) is an Investment Advisor Representative working at Msp Wealth Management, LLC in Klamath Falls, OR and has over 21 years of experience in the finance industry.
CRD# 2449196
United Planners' Financial Services Of America A Limited Partner
CRD# 4817044
Msp Wealth Management, LLC
CRD# 6862767
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Msp Wealth Management, LLC | Klamath Falls, OR | Mar 2020 - Current | 4 |
| Molatore, Scroggin, Peterson & Co, LLP | Klamath Falls, OR | Jul 2003 - Current | 20 |
| Avantax Advisory Services | Irving, TX | Oct 2019 - Mar 2020 | < 1 |
| Avantax Investment Services, Inc. | Klamath Falls, OR | Oct 2019 - Mar 2020 | < 1 |
| Avantax Insurance Services | Klamath Falls, OR | Jan 2004 - Mar 2020 | 16 |
| 1st Global Capital Corp. | Klamath Falls, OR | Sep 2002 - Oct 2019 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2002 |
- OR
- TX
-
Total Assets Under Management170MILLIONS
-
Total Number of Accounts860ACCOUNTS
-
Average Account Value$197,652
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, OR, TX
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