COMPANY

Our Team

Terry Cleman

Compliance Analyst

Biography

Terry joined Financial Advocates in 2013 as an LPL Financial Registered Principal. His industry experience covers many facets of financial services acumen, including roles as a customer service operations specialist, a margin clerk, a financial advisor, a sales syndicate coordinator, a branch office manager, and a regional supervisor. He has held corporate compliance posts as a senior registered options principal and as an annuity sales supervisor. Terry’s diverse background provides him with perspectives which enable him to provide comprehensive compliance support to our team.

Terry is originally from Eastern Washington. He and his wife, Nicole, often enjoy spending time with family and friends. In 1996, Terry began his financial services career in Southern California, and has since returned to the Pacific Northwest where he calls the South Puget Sound area home.

Series 4, 7, 9, 10, 24, 31, 63, and AP held with LPL Financial and the Series 65 held with Financial Advocates Investment Management. Registered through LPL Financial in all 50 states.

Life/Disability/Variable Insurance in WA.

HEADQUARTERS
1601 Cooper Point Road NW
Olympia, Washington 98502
BUSINESS DEVELOPMENT OFFICE
917 Pacific Avenue, Suite 407
Tacoma, Washington 98402

The investment professionals associated with this site are registered representatives of LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment advice offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management and Financial Advocates are separate entities from LPL Financial.

The representative(s) associated with this site may discuss and/or transact business with residents of all fifty states.

Investments are:

Not FDIC InsuredNot Bank GuaranteedMay Lose ValueNot Insured by any Federal Government Agency Not a Bank DepositNot NCUA InsuredNot Credit Union GuaranteedMay Lose Value

Share This