Terry Sullivan, CFP<sup>&reg;</sup> - Financial Advisor

Terry Sullivan, CFP®

CLU, ChFC,

Financial Advisor

Raymond James Financial Services

One Galleria Blvd., Suite 2105
Metairie, LA 70001
FINANCIAL ADVISOR'S WEBSITE
(800) 925-7632
+1 More Number
(504) 822-6665

General

Terry Sullivan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Raymond James Financial Services in Metairie, LA and the surrounding communities.

Financial Advisor Experience

I am a 30+ year veteran financial adviser. I build and manage investment portfolios while attempting to minimize risk.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Mid Atlantic Capital Corp

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth

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Helpful Financial Planning Resources