Terry MetzgerCRD Number: 1265845
Current Firm: Moors & Cabot, Inc.
Terry Metzger (CRD# 1265845) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boca Raton, FL and has over 33 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Moors & Cabot, Inc.||Boca Raton, FL||Jun 2007 - Current||10|
|Moors & Cabot, Inc.||Boca Raton, FL||Jan 2006 - Current||12|
|Janney Montgomery Scott Inc.||Boca Raton, FL||Oct 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S65||NASAA Investment Advisors Law Examination||May 2005|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management1,058MILLIONS
Total Number of Accounts2,218ACCOUNTS
Average Account Value$477,163
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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