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Featured Business Financial Advisor in Carlsbad, CA
Carlsbad Financial Advisors
The Budin Group
1901 Camino Vida Roble, Suite 112
Carlsbad, CA 92008
(760) 858-2080
“Join us on the road to your financial destination!”
Advisor Profile
Shane Terry
Name:  Shane Terry
Phone Number:  (760) 858-2080
Website:  Visit Website
Disclosure Link:
www.thebudingroup.com
Disclaimer
Shane Terry is a Financial Advisor with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC www.sipc.org. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, AZ, CO, HI, ID, ND, NE, TX, WI.

About The Budin Group

For more than a decade, The Budin Group has been helping motivated clients strive to experience the exhilaration of financial freedom. We educate our clients about all aspects of money management. As a result, you will feel involved with your investment strategy. Many years working with the local media has taught us how to take complex issues and make them easier to understand.

We measure our success by more than the numbers. As long as we are keeping you focused on your long-term goals and desires, we are doing our job successfully. Why not have one less worry? We want you to play golf, spend time with your family, see the world, pursue your dreams and most importantly, enjoy life.

Our dedicated and talented service team aims to provide a first-class client experience. Open communication is essential to a successful client relationship. We are proactive in contacting our clients -- if we donít hear from you, you will hear from us. All phone calls and emails will be returned in a timely manner. In our never-ending commitment to improvement, we always value your feedback.

We invite you to join us on the road to your financial destination!
 

General Information

CRD#:    2733682
Firm CRD#:    6413
Insurance License#:    OK26885
Name of Broker/Dealer:    LPL Financial
Name of Custodial Firm:    LPL Financial
States Licensed in:    CA, AZ, CO, HI, ID, NC, ND, NE, TX, WI
States Willing to do Business in:    Bonsall,Carlsbad,Del Mar,Encinitas,Escondido,Fallbrook,La Jolla,Oceanside,Pauma Valley,Poway,Rancho Santa Fe,San Clemente,San Diego,San Marcos,Solana Beach,Temecula,Valley Center,Vista
Years of Experience in Financial Services:    21
Number of Years with Current Firm:    3
Work Experience:    21 years industry experience and securities licensed since 1996.
I work with the following types of clients:    Individual Investors
 

Services

Investment Types:    Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Options & Futures, Mutual Funds
 

Qualifications & Memberships

Securities Licenses:    Series 8, Series 24, Series 63, Series 66, Series 7, Series 4
Insurance and Annuity Licenses:    Annuity, Health, Life
Non-Financial Organization Memberships:    Coach San Marcos Youth Basketball
Habitat For Humanity
 

Firm Information

Firm's Number of Clients:    1400
Assets Managed by Firm:    $236,000,000
Advisor's Number of Clients:    110
Assets Managed by Advisor:    $20,000,000
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100000
Compensation Methods:    Commissions, Based on Assets
 
 
 
Prepared By: Shane Terry

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