James Patrick Terrion is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with USAA INVESTMENT SERVICES COMPANY.
| Firm | From | To | Current |
|---|---|---|---|
| USAA INVESTMENT SERVICES COMPANY | 2025-09-12 | present | Yes |
| LPL FINANCIAL LLC | 2025-05-15 | 2025-07-23 | — |
| CUSO FINANCIAL SERVICES, L.P. | 2023-09-08 | 2025-05-15 | — |
| FROST INVESTMENT SERVICES | 2022-02-15 | 2023-05-24 | — |
| FISHER ASSET MANAGEMENT, LLC | 2021-09-20 | 2022-01-19 | — |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | 2016-02-18 | 2021-08-23 | — |
| MSI FINANCIAL SERVICES, INC. | 2006-08-10 | 2015-10-28 | — |