Patrick Anthony Terrell

Patrick Anthony Terrell is an investment adviser representative (IAR) with state registration records since 1999, appearing at 4 firms. Currently registered with NAVY FEDERAL INVESTMENT SERVICES, LLC.

Registration history (5)

FirmFromToCurrent
NAVY FEDERAL INVESTMENT SERVICES, LLC2023-06-21presentYes
CHARLES SCHWAB & CO., INC.2022-08-102023-06-20
USAA INVESTMENT SERVICES COMPANY2018-01-082021-02-25
USAA FINANCIAL PLANNING SERVICES2008-08-012018-01-08
USAA INVESTMENT SERVICES COMPANY1999-04-082008-12-31

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