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Terry Lee Hill

Investment Adviser Representative at Crescent Advisor Group, Inc.

Dallas, TXCRD #809232Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
50 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Terry Lee Hill is an investment adviser representative with Crescent Advisor Group, Inc. in Dallas, TX, where they have been registered since 2018. They have worked in the securities industry since 1976 and have been registered with 4 firms, including ISC Advisors, Inc. and Institutional Securities Corporation. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas
Broker:
3 states and territories

Florida, New York, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/8/1994
Series 63
Uniform Securities Agent State Law Examination
Passed 6/29/1982
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/21/1975
Series 24
General Securities Principal Examination
Passed 3/2/1984

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Crescent Advisor Group, Inc.Current
1/4/2018 – Dallas, TX
Crescent Securities Group, Inc.Current
1/3/2018 – Dallas, TX
ISC Advisors, Inc.
3/21/2013 – 1/2/2018Dallas, TX
Institutional Securities Corporation
1/18/2008 – 12/31/2013Dallas, TX
Fetterman Investments, Inc
1/10/2006 – 3/28/2011Dallas, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Institutional Securities Corp
    Mar 2013 – Dec 2017Dallas, TX
  2. Crescent Securities Group, Inc.
    Jan 2018 – no end date reportedPlano, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Crescent Advisor Group, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingInsurance CompaniesCorporationsOther

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
17
Offices listed on AdvisorFinder:
2
Main office:
Plano, TX
SEC file number:
801-127131

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of January 7, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Terry Lee Hill 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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