Scott Terry has been an investment adviser representative at Summit Wealth & Retirement Planning since January 2019, and is not listed among the firm’s executive officers or direct owners. Scott Terry holds a B.S. in Finance from California State University – Chico.
Summit Wealth & Retirement Planning, Inc. is an Eagle, ID firm with $978M under management, 354 clients and 7 advisers across 5 offices, as of its March 2026 filing.
Scott Terry is Financial Planner of Summit Wealth & Retirement Partners. He moved his practice to Summit in 2019 after thirty years with Lincoln Financial Advisors, and had spent many years speaking and writing about financial planning for national and regional media. He works with clients on portfolio management and financial decision making during their retirement years.
Scott Terry’s longest registration was 21 years at Lincoln Financial Advisors Corporation (1997–2019). Before joining Summit Wealth & Retirement Planning in 2019, Scott Terry was registered through Lincoln Financial Advisors Corporation.
- – present · 7 yearsEagle, ID · Adviser representative · Firm CRD 285972
- Lincoln Financial Advisors Corporation– · 21 yearsSan Ramon, CA · Adviser representative · Firm CRD 3978
Professional designations
Listed by Summit Wealth & Retirement Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Scott Terry is registered as an investment adviser representative in California, since January 2019.
- CaliforniaSince 18 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 6 February 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 March 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 November 1989 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Scott Michael Terry
- CRD
- 2009675
- Firm
- Summit Wealth & Retirement Planning · CRD 285972
- Office
- 435 E SHORE DRIVE, SUITE 220, Eagle, ID 83616
- Registration
- Investment adviser registration
- In the industry since
- November 1989
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- summitwealthandretirement.com
Where does Scott Terry work?
Scott Terry is an investment adviser representative registered through Summit Wealth & Retirement Planning, Inc. since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is Scott Terry a financial advisor?
Yes. Scott Terry has a current investment-adviser registration in California, through Summit Wealth & Retirement Planning since January 2019.
How many years of experience does Scott Terry have?
Scott Terry has 36 years in the financial industry, since November 1989, across 2 adviser firms.
What exams has Scott Terry passed?
Scott Terry has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in November 1989. FINRA credited Scott Terry with the SIE, which began in October 2018.
Where is Scott Terry based?
Scott Terry’s registered office is in Eagle, ID.
Is Scott Terry registered with FINRA?
No. Scott Terry has no current broker registration.
Is Scott Terry a CFP?
Summit Wealth & Retirement Planning lists Scott Terry with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Scott Terry, CFP® biography, summitwealthandretirement.com
How can I verify Scott Terry’s record?
Search CRD 2009675 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Terry’s full registration record.