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portrait of Terence Seymour
FINANCIAL ADVISOR

Terence Seymour

CRPC™
7220 Avenida Encinas, Suite 110 A, Carlsbad, CA 92011opens in a new window
Client by Referral
Serving clients with $500,000
CallSend Me a Message

About Terence

I am a full-service financial advisor with a practice located in the heart of Carlsbad, CA. My team and I want to understand what is important to you. We serve this beautiful community by using an established process to organize and simplify the financial lives of our clients.

Each of us has a unique story. I joined Edward Jones in 2012, after spending six years in the United States Navy. I served as a helicopter crew chief, conducting search and rescue operations in Haiti, South America and the Middle East.

I earned the Chartered Retirement Planning Counselor (CRPC®) professional designation. I...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings

Work History

  • Edward JonesOctober 2012 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Northeastern UnivMaster of Business Admin
  • Univ of Maryland-College ParkBachelor of Arts

Team Members

  • Lisa Walsh
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(760) 431-8933

Fax

(877) 479-0191

Office Address

7220 Avenida Encinas
Suite 110 A
Carlsbad, CA 92011opens in a new window

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