The Budin Group | Financial Advisor in Carlsbad ,CA

1901 Camino Vida Roble
Suite 112
Carlsbad, CA 92008
Phone: (760) 858-2080

Join us on the road to your financial destination!


About

For more than a decade, The Budin Group has been helping motivated clients strive to experience the exhilaration of financial freedom. We educate our clients about all aspects of money management. As a result, you will feel involved with your investment strategy. Many years working with the local media has taught us how to take complex issues and make them easier to understand.

We measure our success by more than the numbers. As long as we are keeping you focused on your long-term goals and desires, we are doing our job successfully. Why not have one less worry? We want you to play golf, spend time with your family, see the world, pursue your dreams and most importantly, enjoy life.

Our dedicated and talented service team aims to provide a first-class client experience. Open communication is essential to a successful client relationship. We are proactive in contacting our clients -- if we dont hear from you, you will hear from us. All phone calls and emails will be returned in a timely manner. In our never-ending commitment to improvement, we always value your feedback.

We invite you to join us on the road to your financial destination!

21 Years of Experience



General Information
Firm Start Year:   2000
No.of Employees:   10-19
Insurance License#:   OK26885
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   CA, AZ, CO, HI, ID, NC, ND, NE, TX, WI
Number of Years with Current Firm:   3
Work Experience:   21 years industry experience and securities licensed since 1996.
I work with the following types of clients:   Individual Investors


Services
Investment Types:   Annuities , Exchange Traded Funds (ETFs) , Stocks , Alternative Investments , Options & Futures , Bonds , Mutual Funds


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Annuity , Life
Non-Financial Organization Memberships:   Coach San Marcos Youth Basketball
Habitat For Humanity


Firm Information
Firm's Number of Clients:   1400
Assets Managed by Firm:   $236,000,000
Advisor's Number of Clients:   110
Assets Managed by Advisor:   $20,000,000


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100000
Compensation Methods:   Based on Assets , Commissions


Education
Bachelor of Science - Finance  Colorado State University - Fort Collins, CO
1992-1995

CFP Professional Education - CFP  College For Financial Planning - Denver, CO
2014-2017



FAQs

  • What are your qualifications? What is your education background? 21 years industry experience with formal education in finance/financial planning.
  • What services do you offer? Investment Management and Financial Planning
  • How many clients do you currently manage? 110
  • Will you be the only person working with me? Yes, our team provides operational support for me behind the scenes.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? Yes if that is your preference.
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DISCLAIMER

Shane Terry is a Financial Advisor with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC www.sipc.org. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, AZ, CO, HI, ID, ND, NE, TX, WI.

Shane Terry

Shane Terry

Biography


Shane joined The Budin Group with nearly two decades of experience in the financial industry. As a native Coloradan, he graduated from Colorado State University with a Bachelor of Science degree in Finance.

Shane's career began at Invesco Funds group as a Retirement Specialist. Moving on to California in 1997, he advanced through the ranks of management at TD Ameritrade before joining LPL Financial in 2004 where he was Vice President of the Service Center. At LPL, he interacted with thousands of advisors and decided The Budin Group was the team he wanted to align with for the next phase of his career.

Shane's holds the FINRA Series 4, 7, 8, 24, 63, and 66 registrations with LPL Financial. Shane is married to Krista and has two daughters Kaitlyn and Emily. He is very active in the community and enjoys camping with his family, sports, exercise, and travel.

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My Services


Financial Planning for Individuals

We'll look at your entire financial picture and act as your sounding board when making financial decisions.


Portfolio Management

As an independent advisor we have access to the entire spectrum of investments and partner with you to select the investments that best meet your needs.


Retirement Planning

We provide a holistic approach to retirement planning to help you achieve and maintain a work optional lifestyle.


Communities Served

Bonsall Carlsbad
Del Mar Encinitas
Escondido Fallbrook
La Jolla Oceanside
Pauma Valley Poway
Rancho Santa Fe San Clemente
San Diego San Marcos
Solana Beach Temecula
Valley Center Vista

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM

Social Networks


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