Terry Prillaman, financial advisor Alpharetta GA

Terry Prillaman

CRD Number: 1157859
Current Firm: Northstar Investment Partners

Terry Prillaman (CRD# 1157859) is an Investment Advisor Representative working at Northstar Investment Partners in Alpharetta, GA and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Northstar Investment Partners Cumming, GA Sep 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
S65 NASAA Investment Advisors Law Examination Jun 1990
Disclosure Information

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
Contact Info for Terry B. Prillaman
Phone Number: 770-855-8620
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $226,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

GA

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