LPL Financial
Terence Barnett
LPL Financial
terry.barnett@lpl.com
(203)546-7108
Planning for your retirement,let us help you pursue the retirement of your dreams
Investing in the Future
Terence Barnett LPL Financial - About
Terence Barnett is currently a partner with American Strategic Advisors a subsidiary of LPL Financial. LPL Financial is a premier financial services company and the largest independent broker/ dealer in the nation. LPL was founded in 1989 through a merger of two brokerage firms, Linsco and Private Ledger, headquartered in Boston MA. Today LPL supports more than 17000 financial advisors.
After graduating from the University of Connecticut Terence started his career in the financial industry in 1987. In over 30 years Terence has worked as a wealth manager implementing portfolios for individuals, families, and companies. Throughout his career, Terence has earned his series 7, 63 and 65, currently held with LPL Financial.
Terence uses his knowledge to focus on retirement planning in order to identify sources of income, create lifetime income, while seeking to protect retirement assets. Some additional objectives include possible ways to lower taxes, and methods to create a legacy for your family. Before we discuss top mutual funds, index funds, how to retire early, best ETF's, Fee only, Annuities, interest rates and even running out of money in retirement we try to put a plan in place that seeks to help manage risk and increase growth.
Let’s get started today on your complimentary personalized consultation and retirement plan.
Contact Terry at 203-546-7108 or
email: terry.barnett@lpl.com
.Check the background of investment professionals associated with this site on brokercheck.finra.org.
Wealth Management
Wealth Management
Financial Services
Industry 02
Media & Technology
Investments.
401K
IRA Rollover Services.
Insurance.
College Planning.
Retirement Planning.
Estate Planning.
Wealth Management
Industry 04
Renewable Industry
Industry 06
Real Estate
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
​