Advisor at Equitable Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cuba, IL
Credentials
Series 63, Series 65
Industry experience
54 years
Terry Anderson is a financial advisor at Equitable Advisors with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999, having previously worked at Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
Cuba, IL
Illinois
Equitable Advisors
1999 - Present (27 years)
Axa Advisors, Llc
1999 - 2020 (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Canton, IL
LaSalle St. Investment Advisors, L.L.C.
Dwight Pigg Jr. is a CFP® with 27 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2013. He also holds a leadership role as President of the Trust and Retail Department at Ipava State Bank. Outside of his advisory work, he is involved in managing agricultural and commercial real estate through Red Brick Capital, LLC. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management. The firm employs both discretionary and non-discretionary strategies using a range of investment vehicles and is notable for its predominance of non-discretionary assets and arrangements with third-party managers and wrap-fee platforms.
Series 66
Canton, IL
Edward Jones
Rusty Melhouse is a financial advisor at Edward Jones in Canton, Illinois, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.
Series 63, Series 65
Canton, IL
Thrivent Investment Management
Christopher Piper is a financial advisor with Thrivent Investment Management in Canton, Illinois. He holds Series 63 and Series 65 registrations and has two years of industry experience. Prior to joining Thrivent, he spent several years with Canton 66. Outside of his advisory role, Piper serves as a member of the Elder Board at Canton Evangelical Church, where he participates in planning and community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers goal-based, holistic analyses and supports combining planning with managed-account programs while maintaining separation between these services.
Series 66
Canton, IL
LPL Financial
Sarah Keefer is a financial advisor with LPL Financial in Canton, Illinois, holding a Series 66 license and 16 years of industry experience. She has been with LPL Financial since 2014 and previously worked at the Bank of Farmington from 2013 to 2019. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Series 66
Canton, IL
Edward Jones
Gregory Glomb is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Based in Canton, IL, he provides advisory services through a large network affiliated with one of the industry’s leading firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Series 66
Table Grove, IL
OSAIC
Jason Smith is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 12 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 11 years and has been involved with several affiliated entities, including owning Legacy Private Wealth Advisors, which provides payroll and employee benefits for registered representatives. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers advisory and brokerage services through a large network of financial advisers and employs a comprehensive investment process incorporating risk tolerance, asset allocation, and portfolio optimization tools.
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