Terry A. Crenshaw, CFP , ChFC, CRPC
1320 Main Street, Suite 700 Columbia, SC 29201
Phone: 803.741.1001, extension 1506 Facsimile: 803.741.1004
E-Mail: TCrenshaw@
Terry A. Crenshaw, CFP?, ChFC, CRPC
Profile:
? President; Creative Financial Strategies, and Creative Financial Strategies, LLC; Registered Principal; Lincoln Financial Securities Corporation; Managing Partner, Creative Financial Network, LLC.
? Practicing, teaching, consulting, and supervision experience for over 35 years in the financial services industry.
? Lectured nationally on the topics of Personal Financial Planning, Wealth Management and Financial Decision Making.
? Expertise in financial planning; estate planning; business continuation and disposition planning; investment planning; wealth management; and financial decision making.
? Broker Dealer supervision expertise and responsibilities related to General Securities and Investment Advisory Activities; including investment suitability review, advice review. Supervision and Compliance responsibilities at the level of Supervising Principal; Office of Supervisory Jurisdiction (OSJ).
Education:
? CHARTERED RETIREMENT PLANNING COUNSELOR SM (CRPC?) College for Financial Planning
? CERTIFIED FINANCIAL PLANNER TM (CFP?) CFP Board of Standards and Practices
? Chartered Financial Consultant (ChFC?) The American College
? Chartered Life Underwriter (CLU?) The American College
? Bachelor of Arts Furman University
(Over)
Financial Industry Regulatory Authority (FINRA) Registrations: ? FINRA General Securities Principal (Series 24) ? FINRA General Securities Representative (Series 7) ? FINRA Investment Co./Variable Contracts Principal (Series 26, Series 6) ? State Securities Law Exams o Uniform Securities Adviser Law Examination (Series 65) o Uniform Securities Agent State Law Examination (Series 63) ? State Agent Registrations Alabama, Alaska, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia
Affiliations: ? Financial Planning Association, South Carolina Chapter and National Chapter o South Carolina Chapter Current Member ? Resident License through South Carolina Department of Insurance ? Non-Resident Licenses through Florida Department of Financial Services, North Carolina Department of Insurance
*SECURITIES AND ADVISORY SERVICES OFFERED THROUGH REPRESENTATIVES OF LINCOLN FINANCIAL SECURITIES CORPORATION, MEMBER SIPC BRANCH OFFICE: MERIDIAN BUILDING, 1320 MAIN STREET, SUITE 700, COLUMBIA, SC 2 9 2 0 1 CREATIVE FINANCIAL STRATEGIES AND L I N C O L N F I N A N C I A L S E C U RI T I E S C O R PO R A T I O N A R E N O T AF F I L I A T E D .
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