Terry Dorrity (CRD# 2838006) is an Investment Advisor Representative working at Fidelity Capital Management Corp in Alburtis, PA and has over 27 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4121049
Weyhill Investment Counsel, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kels Buds, Bone's Pizza And Bone's Twisted Sister | Kutztown, PA | Apr 2015 - Current | 9 |
| Fidelity Capital Management | Alburtis, PA | Oct 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management1MILLIONS
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Total Number of Accounts3ACCOUNTS
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Average Account Value$333,333
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA
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