Terry Rabe (CRD# 4020171) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Dodge City, KS and has over 24 years of experience in the finance industry.
CRD# 1675909
Edward Jones
CRD# 862096
Raymond James Financial Services Advisors, Inc.
CRD# 5424114
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Belpointe Asset Management, LLC | Greenwich, CT | Apr 2017 - Current | 7 |
| Terry M. Rabe, Cpa | Dodge City, KS | Jul 1987 - Current | 36 |
| Tuttle Wealth Management, LLC | Stamford, CT | Oct 2011 - Apr 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2012 |
- KS
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Total Assets Under Management4,300MILLIONS
-
Total Number of Accounts22,446ACCOUNTS
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Average Account Value$191,571
- 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
- Pension consulting services
- 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, WY
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