Travis TerryCRD 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 15 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
|Hd Vest Insurance Agency||Salem, NH||Dec 2011 - Current||6|
|H.d. Vest Advisory Services||Salem, NH||Feb 2003 - Current||15|
|H.d. Vest Investment Services||Salem, NH||Mar 2002 - Current||15|
|Travis Terry & Co, Pc||Salem, NH||Oct 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- 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)
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