Kourtney Terry (CRD# 7204535) is an Investment Advisor Representative working at First Command Advisory Services in Clarksville, TN and has over 3 years of experience in the finance industry.
CRD# 6756020
Raymond James Financial Services Advisors, Inc.
CRD# 5985662
Raymond James Financial Services Advisors, Inc.
CRD# 5654362
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
First Command Brokerage Services | Fort Worth, TX | Jul 2020 - Current | 3 |
First Command Insurance Services | Fort Worth, TX | Jul 2020 - Current | 3 |
First Command Advisory Services | Fort Worth, TX | Jul 2020 - Current | 3 |
Kohl's | Clarksville, TN | Nov 2019 - Jul 2020 | < 1 |
First Command | Fort Worth, TX | Nov 2019 - Jul 2020 | < 1 |
Walden University (student) | Minneapolis, MN | Feb 2017 - Jan 2020 | 2 |
Tabernacle Christian School | Clarksville, TN | Sep 2017 - May 2019 | 1 |
Fort Campbell Child & Youth Services | Fort Campbell, KY | Oct 2015 - Jan 2017 | 1 |
Unemployed | Clarksville, TN | Aug 2014 - Sep 2015 | 1 |
Little Country Schoolhouse | Clarksville, TN | Aug 2013 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- TN
- TX
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
-
Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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