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Terry Allen Bonnett
CRD#: 1502923
IA
Investment Adviser
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Broker
LPL FINANCIAL LLCCRD#: 6413 Fishers, IN
Registration History
199019952000200520102015202020252 FIRMS2015 - 2017 (2 years)2 FIRMS2017 - 2019 (1 year)2 FIRMS2019 - 2024 (5 years)2 FIRMS2024 - Present (<1 year)BCHARLES SCHWAB & CO., INC. (CRD# 5393)1992 - 2013 (20 years)BLEHMAN BROTHERS INC. (CRD# 7506)1987 - 1990 (3 years)BFIRST JERSEY SECURITIES, INC. (CRD# 6621)1986 - 1986 (<1 year)IASCHWAB PRIVATE CLIENT INVESTME... (CRD# 159035)2012 - 2013 (1 year)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2001 - 2011 (10 years)
License(s)

State Registrations

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Indiana 10/21/2024

B
South Carolina 10/21/2024

IA
Indiana 10/21/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
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LPL FINANCIAL LLC (CRD#:6413)
Fishers, IN
Registered with this firm since 10/21/2024

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LPL FINANCIAL LLC (CRD#:6413)
Fishers, IN
Registered with this firm since 10/21/2024

Previous Registration(s)
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05/22/2019 - 09/06/2024 CONCORDE ASSET MANAGEMENT, LLC (CRD#:140367) ANN ARBOR, MI
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05/22/2019 - 09/06/2024 CONCORDE INVESTMENT SERVICES, LLC (CRD#:151604) Ann Arbor, MI
IA
06/30/2017 - 05/09/2019 HUNTINGTON FINANCIAL ADVISORS (CRD#:16986) INDIANAPOLIS, IN
B
06/29/2017 - 05/09/2019 THE HUNTINGTON INVESTMENT COMPANY (CRD#:16986) INDIANAPOLIS, IN
IA
03/03/2015 - 04/28/2017 PNC INVESTMENTS (CRD#:129052) ST. CARMEL, IN
B
03/03/2015 - 04/28/2017 PNC INVESTMENTS (CRD#:129052) ST. CARMEL, IN
IA
01/03/2012 - 04/03/2013 SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. (CRD#:159035) INDIANAPOLIS, IN
B
08/28/1992 - 04/03/2013 CHARLES SCHWAB & CO., INC. (CRD#:5393) INDIANAPOLIS, IN
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08/09/2001 - 12/31/2011 CHARLES SCHWAB & CO., INC. (CRD#:5393) INDIANAPOLIS, IN
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03/04/1987 - 12/04/1990 LEHMAN BROTHERS INC. (CRD#:7506) NEW YORK, NY
B
07/01/1986 - 12/19/1986 FIRST JERSEY SECURITIES, INC. (CRD#:6621)
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.