Terry Szilasi (CRD# 7175649) is an Investment Advisor Representative working at Forthright Capital Advisory in Las Vegas, NV and has over 4 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forthright Capital Advisory | Las Vegas, NV | Aug 2023 - Current | < 1 |
| Forthright Capital Partners | Las Vegas, NV | Aug 2023 - Current | < 1 |
| Symmetry Financial | Spokane Valley, WA | Jun 2023 - Jul 2023 | < 1 |
| Nylife Securities LLC | Spokane, WA | Oct 2019 - Jun 2023 | 3 |
| New York Life Insurance Company | Spokane, WA | Sep 2019 - Jun 2023 | 3 |
| Unemployed | Coeur D'alene, ID | Aug 2019 - Sep 2019 | < 1 |
| Copiers Northwest | Spokane Valley, WA | Nov 2018 - Aug 2019 | < 1 |
| Freedom Rv | Liberty Lake, WA | Jan 2018 - Nov 2018 | < 1 |
| Blue Dog Rv | Post Falls, WA | Jan 2017 - Jan 2018 | 1 |
| Unemployed | Spokane, WA | Nov 2016 - Jan 2017 | < 1 |
| Kelley Imaging | Spokane, WA | Jun 2015 - Nov 2016 | 1 |
| Barton Jeep Dodge Crystler Ram | Spokane, WA | Jun 2014 - Jul 2015 | 1 |
| Larry Miller Lexus Of Spokane | Spokane, WA | Apr 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2019 |
- WA
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Total Assets Under Management26MILLIONS
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Total Number of Accounts264ACCOUNTS
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Average Account Value$100,253
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CT, FL, GA, HI, IL, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA
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