AUMdb
TS

Terrance Samuel Elder

CRD 1064873 Certified Financial Planner

Firms

FirmRoleAs of
Texas First Wealth Management Registered representative 07/20/2026
Optivise Advisory Services Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗