Terry Roe has been an investment adviser representative at Onyx Financial Advisors since October 2006, and is not listed among the firm’s executive officers or direct owners. Terry Roe holds a Bachelor of Science in Accounting from Brigham Young University.
Onyx Financial Advisors, LLC is an Idaho Falls, ID firm with $506M under management, 272 clients and 7 advisers in one office, as of its February 2026 filing.
Terry Roe is a founding member of Onyx Financial Advisors. He has decades of experience in wealth management and public accounting, with an emphasis on income tax planning and compliance, and helps create tax-aware investment strategies for clients.
- Onyx Financial Advisors, LLCCurrent– present · 19 yearsIdaho Falls, ID · Adviser representative · Firm CRD 134881
Investment adviser representative registrations
Terry Roe is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2006; the most recent is Texas, in June 2023.
- IdahoSince 31 October 2006
- TexasResidentSince 15 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 October 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Terry Lee Roe
- CRD
- 4933838
- Firm
- Onyx Financial Advisors · CRD 134881
- Office
- 2400 E. 25TH STREET, Idaho Falls, ID 83404
- Registration
- Investment adviser registration
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- onyxfinancial.com
Where does Terry Roe work?
Terry Roe is an investment adviser representative registered through Onyx Financial Advisors, LLC since October 2006, and is not listed among the firm’s executive officers or direct owners.
Is Terry Roe a financial advisor?
Yes. Terry Roe has a current investment-adviser registration in Idaho and Texas, through Onyx Financial Advisors since October 2006.
How many years of experience does Terry Roe have?
Terry Roe has 19 years in the financial industry, since October 2006, across 1 adviser firm.
What exams has Terry Roe passed?
Terry Roe passed the Series 65 in October 2006.
Where is Terry Roe based?
Terry Roe’s registered office is in Idaho Falls, ID.
Is Terry Roe registered with FINRA?
No. Terry Roe has no current broker registration.
How can I verify Terry Roe’s record?
Search CRD 4933838 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terry Roe’s full registration record.