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.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
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 |
- TX
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Total Assets Under Management3,817MILLIONS
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Total Number of Accounts3,414ACCOUNTS
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Average Account Value$1,117,989
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Other
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
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