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Terry Lee Tolbert is a financial advisor professional located in Viera, FL. They specialize in financial advisory. With over 40 years of experience, they bring deep expertise to every client.
Terry Lee Tolbert - Lpl Financial Llc holds an active professional license (FINRA CRD) for your protection.
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Terry Lee Tolbert operates as a financial advisor through LPL Financial LLC in Viera, Florida. With 40 years in the financial services industry, Tolbert brings extensive experience to client relationships. The business is registered with FINRA under CRD #1439622, providing a framework for regulatory oversight and client protection within the financial advisory space.
A FINRA CRD registration means this advisor is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization for U.S. brokers and investment advisors. This registration requires background checks, compliance monitoring, and adherence to industry standards. The CRD number (1439622) is a public identifier that allows clients to verify registration status and review disciplinary history through FINRA's BrokerCheck system, ensuring transparency and accountability in financial advisory services.