Henry Vernon Terrell
Investment Adviser Representative at PARK Avenue Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Henry Vernon Terrell is an investment adviser representative with PARK Avenue Securities LLC in Santa Barbara, CA, where they have been registered since 1999. They have worked in the securities industry since 1973 and have been registered with 4 firms, including Guardian Investor Services Corporation and Kirkpatrick, Pettis, Smith, Polian Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California, Georgia, Ohio, and Pennsylvania.
Registrations & licenses
- Investment adviser:
- California, Georgia, Ohio, Pennsylvania
- Broker:
25 states and territories
Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Indiana, Maine, Massachusetts, Michigan, Mississippi, Missouri, Nevada, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Mutual/united OF OmahaJan 1971 – no end date reportedOmaha, NE
- SELF Employed Terrell INS. ServicesMar 1987 – no end date reportedSanta Barbara, CA
- Guardian LIFE Insurance CompanyAug 1991 – no end date reportedPasadena, CA
- PARK Avenue Securities LLCMay 1999 – no end date reportedPasadena, CA
- Guardian LIFE Insurance Co OF AmericaAug 2009 – no end date reportedSanta Barbara, CA
- PARK Avenue Securities LLCAug 2009 – no end date reportedSanta Barbara, CA
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PARK Avenue Securities LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personalized model portfolio recommendations, access to a Park Avenue Securities advisor, periodic rebalancing, no minimum to open a VestWise™ account, and easy 24/7 on-the-go access, with a 0.45% annual fee based on the average daily balance of assets in the account.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,907
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-58108
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 8, 2026
View full firm profileOther advisors at PARK Avenue Securities LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Henry Vernon Terrell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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