Terry HarrellCRD Number: 1218855
Current Firm: Voya Financial Advisors, Inc.
Terry Harrell (CRD# 1218855) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Miamisburg, OH and has over 17 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
Greenrock Advisory LLC
|Voya Financial Advisors||Columbus, OH||Sep 2014 - Current||3|
|Ing Financial Partners, Inc.||Columbus, OH||Jan 2011 - Sep 2014||3|
|Ing Financial Advisers, LLC||Columbus, OH||May 2002 - Jan 2011||8|
|Ing||Columbus, OH||Nov 2000 - Dec 2010||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2000|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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