Conard Terrell has been an investment adviser representative at Redstone Wealth Management since January 2021, and is not listed among the firm’s executive officers or direct owners.
Redstone Wealth Management, LLC is an Oklahoma City, OK firm with $188M under management, 602 clients and 4 advisers in one office, as of its September 2026 filing.
Conard Terrell’s longest registration was 7 years at Axa Advisors, LLC (2010–2018). Before joining Redstone Wealth Management in 2021, Conard Terrell was registered through LPL Financial LLC and Axa Advisors, LLC.
- – present · 5 yearsOklahoma City, OK · Adviser representative · Firm CRD 311525
- LPL Financial LLC– · 3 yearsEdmond, OK · Adviser representative · Firm CRD 6413
- Axa Advisors, LLC– · 7 yearsOklahoma City, OK · Adviser representative · Firm CRD 6627
- Arvest Asset Management– · 2 yearsEdmond, OK · Adviser representative · Firm CRD 42057
- UBS Financial Services Inc.– · 1 yearOklahoma City, OK · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Conard Terrell is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2021; the most recent is Oklahoma, in February 2021.
- OklahomaSince 26 February 2021
- TexasResidentSince 8 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 24 November 2010 |
| Series 66 | Uniform Combined State Law Examination | 16 January 2007 |
| Series 7 | General Securities Representative Examination | 19 December 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Conard Brent Terrell
- CRD
- 5109982
- Firm
- Redstone Wealth Management · CRD 311525
- Office
- 3404 NW 135TH ST, Oklahoma City, OK 73120-4009
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Conard Terrell work?
Conard Terrell is an investment adviser representative registered through Redstone Wealth Management, LLC since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Conard Terrell a financial advisor?
Yes. Conard Terrell has a current investment-adviser registration in Oklahoma and Texas, through Redstone Wealth Management since January 2021.
How many years of experience does Conard Terrell have?
Conard Terrell has 19 years in the financial industry, since January 2007, across 5 adviser firms.
What exams has Conard Terrell passed?
Conard Terrell has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in December 2006. FINRA credited Conard Terrell with the SIE, which began in October 2018.
Where did Conard Terrell work before Redstone Wealth Management?
Before Redstone Wealth Management, Conard Terrell was registered through Axa Advisors, LLC, November 2010 to October 2018; Arvest Asset Management, August 2008 to October 2010; UBS Financial Services Inc., January 2007 to August 2008.
Where is Conard Terrell based?
Conard Terrell’s registered office is in Oklahoma City, OK.
Is Conard Terrell registered with FINRA?
Yes. Conard Terrell has a current broker registration, under CRD 5109982.
Source: FINRA BrokerCheck
How can I verify Conard Terrell’s record?
Search CRD 5109982 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Conard Terrell’s full registration record.