Matthew Terry, financial advisor Charlotte NC

Matthew Terry

CRD Number: 4686572
Current Firm: Horizon Investments LLC

Matthew Terry (CRD# 4686572) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 18 years of experience in the finance industry. Matthew Terry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Jason Moore, financial advisor Charlotte NC
Jason N. Moore
CRD# 5182920
Moore Investment Partners, LLC
Similar Advisors
Scott Biedrycki, financial advisor Charlotte NC
Scott A. Biedrycki
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Don Stamas, financial advisor Charlotte NC
Don Stamas
CRD# 2867492
Defender Capital
Professional Designations
Company Name Location Dates Years
Quasar Distributors, LLC Austin, TX Jul 2021 - Current 2
Horizon Investments LLC Austin, TX Jun 2021 - Current 2
Foreside Financial Services, LLC Austin, TX Aug 2018 - Jun 2021 2
Symmetry Partners, LLC Glastonbury, CT Oct 2017 - Jun 2021 3
Northern Lights Distributors, LLC Omaha, NE Dec 2017 - Mar 2018 < 1
Unemployed Austin, TX Apr 2017 - Sep 2017 < 1
Bny Mellon Boston, MA Jul 2015 - Mar 2017 1
Nfp Securities Inc. Austin, TX Mar 2014 - Jul 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Matthew B. Terry
Phone Number: 704-544-2399
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,817
    MILLIONS
  • Total Number of Accounts
    3,414
    ACCOUNTS
  • Average Account Value
    $1,117,989
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.