Jeffrey TerrellCRD Number: 1369132
Current Firm: Truist Advisory Services, Inc.
Jeffrey Terrell (CRD# 1369132) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Charlotte, NC and has 1 year of experience in the finance industry.
Ubs Financial Services Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The Financial Legacy Group
|Suntrust Investment Services, Inc.||Atlanta, GA||Mar 2020 - Current||1|
|Suntrust Advisory Services||Atlanta, GA||Feb 2020 - Mar 2020||< 1|
|Bb&t||Charlotte, NC||Jul 2016 - Feb 2020||3|
|High Point Bank And Trust||High Point, NC||Mar 2003 - Jul 2016||13|
Total Assets Under Management53,898MILLIONS
Total Number of Accounts124,678ACCOUNTS
Average Account Value$432,299
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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