Douglas Terry (CRD# 5841670) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Englewood, CO and has over 12 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alhambra Investment Management LLC | Palmetto Bay, FL | Mar 2011 - Current | 13 |
| Abt Holdings LLC | Denver, CO | Jun 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
- CO
- TX
-
Total Assets Under Management266MILLIONS
-
Total Number of Accounts482ACCOUNTS
-
Average Account Value$550,892
- A percentage of assets under your management
- 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
CA, CO, FL, GA, NC, NE, NH, NY, OR, PA, SC, TN, TX, VA, WA
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