Travis Terry, financial advisor Salem NH
93 score

Travis Terry

CRD Number: 4529328
Current Firm: H.d. Vest Advisory Services, Inc.

Travis Terry (CRD# 4529328) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Salem, NH and has over 14 years of experience in the finance industry.

Similar Advisors
Cynthia Pellegrino, financial advisor Salem NH
Cynthia Pellegrino
CRD# 4257163
United Planners' Financial Services Of America A Limited Partner
Score
106
Similar Advisors
Christopher June, financial advisor Salem NH
Christopher J. June
CRD# 6023112
Sfm, LLC
Score
103
Similar Advisors
Margaret "Peggy" McGillin, financial advisor Salem NH
Margaret "Peggy" M. McGillin
CRD# 5095058
Journey Financial Planners, LLC
Score
103
Company Name Location Dates Years
Hd Vest Insurance Agency Salem, NH Dec 2011 - Current 5
H.d. Vest Advisory Services Salem, NH Feb 2003 - Current 13
H.d. Vest Investment Services Salem, NH Mar 2002 - Current 14
Travis Terry & Co, Pc Salem, NH Oct 2000 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Travis W. Terry
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.