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Terry Lee Roe

Investment Adviser Representative at ONYX FINANCIAL ADVISORS, LLC

Idaho Falls, IDCRD #4933838Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Idaho
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/30/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

ONYX Financial Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ONYX FINANCIAL ADVISORS, LLCCurrent
10/31/2006Idaho Falls, ID

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ONYX FINANCIAL ADVISORS, LLC

6 other advisors in the directory

View ONYX FINANCIAL ADVISORS, LLC firm profile
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 Roe 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.

Terry Lee Roe - Financial Advisor in Idaho Falls, ID | AdvisorFinder