Dustin Terry, financial advisor Destin FL
93 score

Dustin Terry

CRD Number: 5487877
Current Firm: Clear Harbor Wealth Management, LLC

Dustin Terry (CRD# 5487877) is an Investment Advisor Representative working at Clear Harbor Wealth Management, LLC in Destin, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Clear Harbor Wealth Management, LLC Destin, FL Mar 2015 - Current 2
Sagepoint Financial Niceville, FL Apr 2013 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Destin, FL Nov 2011 - Mar 2013 1
Edward Jones St. Louis, MO Feb 2008 - Nov 2011 3
Hertz Pensacola, FL Jan 2007 - Jan 2008 1
Hertz Pensacola, FL May 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Dustin W. Terry
Phone Number: 850-687-3384
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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