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Private Wealth Services & Investment Advisory | Blackbridge Financial | Terry Colen
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Terry Colen

Blackbridge Financial

 

“Since childhood, I wanted to work for myself as a Wealth Manager. My education and extensive experience have allowed me the opportunity to not only achieve this goal but to truly succeed in this industry. I am passionate about what I do and focus on ‘Bringing Wall Street to Main Street’.”

Terry Colen

Check the background of this investment professional

Spanish

Phone: (855) 6-BRIDGE ext. 5

Direct: (704) 998-5516

Fax: (970) 462-6671

Email: tcolen@bbridgefin.com

Address:

401 N. Tryon St., 10th Floor

Charlotte, NC 28210

Terry Colen

Wealth Manager

Terry, a gifted communicator and experienced advisor, started his financial services career in 1988.  He is dedicated to helping clients work towards their financial goals while incorporating a positive attitude and humor to clearly explain complicated issues. Being an independent advisor is especially important to Terry as it enables him to focus on his client’s needs instead of just selling products.

 

Prior to joining Blackbridge Financial in 2015, Terry was recognized for excellence and received several awards from his former broker-dealer as a leading performer in his field. He was also a member of their Senior Advisor Leadership team.

 

Terry takes great pride in ‘helping Main Street and Wall Street come together’ and has accomplished this initiative through providing personalized service and financial education to his local community. He has dedicated the past 25 years to helping his clients understand and navigate the world of personal finance and wealth management.

 

Originally from Palos Verdes Estates, California, Terry has been a Charlotte resident for the past 14 years.  Outside of work, he enjoys surfing, spear-fishing, snorkeling, and traveling with his wife, Elizabeth.

Affiliations:

Charlotte Chamber Member

 

Business Recognition:

Published author *Pride Magazine and Credit Union Times

 

Experienced In:

Communications, Public Speaking, Employee Benefits, Social Security, Medicare

Retirement Planning, Comprehensive Financial Planning, Long Term Care Insurance

 

Niche Market:

Engineers, Duke Energy employees, Retirement-Aged Clients

 

Bragging Rights:

My dad worked with many famous performers which allowed me to spend time with Sammy Davis Jr., Michael Jackson, Gladys Knight, Aretha Franklin and many others!

 

Education:

California State Long Beach, 1985; Dual Major: Finance, Marketing

Series 6

Investment Company/ Variable Contracts Products

Limited Representative

Held with LPL Financial

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 63

Uniform Securities State Agent

Held with LPL Financial

Series 66

Uniform Combined State Agent

Held with Independent Advisor Alliance & LPL Financial

CRPC®

Chartered Retirement Planning Counselor

Securities Registration States

AL, CA, FL, GA, HI, MD, NY, NC, OH, SC, TX, VA

Insurance Registration States

NC, SC

life and long-term care insurance

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