LPL Financial
31yrs
Top advisor by experience in Mauldin
2yrs
Terry Meyer
Financial advisor at Primerica Advisors
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office503 S Main St Suite 6024, Mauldin, SC 29662
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Aug 2025 – nowPFS Investments Inc.Current firm
Questions to ask Terry
Tailored to Terry’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Terry
How do I contact Terry?
Call Primerica Advisors at 833-786-0550 and ask for Terry Meyer. Terry works from the Mauldin, SC office.
How long has Terry been a financial advisor?
Terry has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Terry hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Terry a fiduciary?
Terry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Terry paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Terry for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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