Terry Colen, CRPC®

Wealth Advisor

Bio

“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

Terry, a gifted communicator and experienced advisor, started his financial services career in 1988. He is dedicated to helping clients work toward their financial goals and incorporates humor and a positive attitude to explain complicated issues. As an independent advisor, Terry is able to focus on his clients’ needs, not selling products.

Prior to joining Blackbridge Financial in 2015, Terry was recognized for excellence[1 ] as a leading performer in his field. Terry takes great pride in providing personalized service and financial education to his community, as well as helping his clients understand and navigate the world of retirement income planning and wealth management.

Originally from Palos Verdes Estates, California, Terry has been a Charlotte resident since 2001. He frequently travels the world with his wife, Elizabeth, and their children. Outside of work, he enjoys playing tennis, cycling, and snorkeling.

tcolen@bbridgefin.com

704.998.5516

525 N. Tryon St., 16th Floor, Charlotte, NC 28202

Get to Know Terry

Kind Words from Terry's Client

This statement is a testimonial by a client of the financial professional as of 06/27/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

This statement is a testimonial by a client of the financial professional as of 06/27/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Niche Market

Business Recognition

Education

Engineers
duke energy employees
retirement-aged clients

  • 2020 LPL Director’s Club[1] — recognition as one of LPL Financial’s Top Financial Advisors out of the 20,000+ LPL advisors
  • 2018, 2019, 2021, 2022, 2023 LPL Freedom Club[2] — recognition as one of LPL Financial’s Top Financial Advisors out of the 20,000+ LPL advisors
  • 2018, 2019, 2020, 2021, 2022 5 Star Wealth Manager[3] — an award based on 10 objective criteria associated with providing quality services to clients
  • Published author in Pride Magazine and Credit Union Times 

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

Services Include

but are not limited to

retirement income
planning

INVESTMENT 
MANAGEMENT

asset
allocation

LONG-TERM
FINANCIAL PLANNING

401(K) ROLLOVER
SERVICES

Licenses & Registrations

Series 6
Series 7
Series 63
Series 65
CRPC®
Securities Registration States:
Insurance Registration States:

Series 6:
Investment Company/Variable Contracts Products Limited Rep.
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 65:
Uniform Combined State Agent

CRPC®:
Chartered Retirement Planning Counselor

Securities Registration States:
AL, CA, FL, GA, HI, MD, NY, NC, OH, SC, TX, VA 

Insurance Registration States:
FL, LA, NC, SC 
Life and Long-Term Care Insurance

Investment Company/Variable Contracts Products Limited Rep.
General Securities Registered Representative
Uniform Securities State Agent
Uniform Combined State Agent
Chartered Retirement Planning Counselor
AL, CA, FL, GA, HI, MD, NY, NC, OH, SC, TX, VA 
FL, LA, NC, SC 

Held with LPL Financial 
Held with LPL Financial
Held with LPL Financial
Held with IAA & LPL Financial
Conferred by College for Financial Planning

Life and Long-Term Care Insurance

check my background with finra

1. The LPL Directors Club Achievement is based on top 30% of annual production among LPL Advisors only.

2. The LPL Freedom Club Achievement is based on annual production among LPL Advisors only.

3. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018-2019 Five Star Wealth Managers.