Shane Terry

LPL Financial Advisor at The Budin Group

Financial Adviser at The Budin Group in Carlsbad, CA

About

With almost two decades in the financial services industry, Shane has dedicated his career to helping clients and Financial Advisors plan for their financial future. Shane joins The Budin Group in the Carlsbad, California location with the goal of improving the financial lives of his clients and expanding the world class service The Budin Group provides. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info.' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.thebudingroup.com.

Contact
Click for phone number
(760) 918-5563
Address
1902 Wright Place Suite 200 in Carlsbad, CA 92008
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Chrisitna

Answered by Shane Terry
Financial Adviser in Carlsbad, CA
Hi Christina - First congratulations on considering enrollment in a 401k. Far too many people choose not to take advantage of the multiple benefits offered in 401k's....
401(k) Investing & Retiring
3

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Equities
  • Mutual Funds
  • Retirement Planning
  • Risk Management

Servicing

Credentials

Licenses

Series 63
License # 6413
Series 7
License # 6413
Series 4
License # 6413
Series 8
License # 6413
Series 24
License # 6413
Series 66
License # 6413
CA Insurance License
License # 0K26885

Background

Experience

Retirement Specialst
Manager
Vice President
LPL Financial Advisor

Education

Colorado State University
College for Financial Planning