Timothy Terry has been an investment adviser representative at Financial Gravity Family Office Services since September 2021, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
Timothy Terry’s longest registration is the current one, 5 years at Financial Gravity Family Office Services since 2021. Before joining Financial Gravity Family Office Services in 2021, Timothy Terry was registered through Forta Financial Group, Inc.
- – present · 5 yearsTomball, TX · Adviser representative · Firm CRD 316024
- Forta Financial Group, Inc.– · 1 yearTomball, TX · Adviser representative · Firm CRD 28784
Investment adviser representative registrations
Timothy Terry is registered as an investment adviser representative in 2 states. The first approvals date from September 2021; the most recent is Louisiana, in August 2023.
- LouisianaSince 22 August 2023
- TexasSince 12 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 September 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Timothy Scott Terry
- CRD
- 7298602
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- 11015 Northpointe Blvd. Ste A, Tomball, TX 77375
- Registration
- Investment adviser registration
- In the industry since
- September 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Timothy Terry work?
Timothy Terry is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Terry a financial advisor?
Yes. Timothy Terry has a current investment-adviser registration in Louisiana and Texas, through Financial Gravity Family Office Services since September 2021.
How many years of experience does Timothy Terry have?
Timothy Terry has 6 years in the financial industry, since September 2020, across 2 adviser firms.
What exams has Timothy Terry passed?
Timothy Terry passed the Series 65 in September 2020.
Where is Timothy Terry based?
Timothy Terry’s registered office is in Tomball, TX.
Is Timothy Terry registered with FINRA?
No. Timothy Terry has no current broker registration.
How can I verify Timothy Terry’s record?
Search CRD 7298602 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Terry’s full registration record.