Terrence Dewitt (CRD# 6529624) is an Investment Advisor Representative working at O'brien-staley Partners in Waco, TX and has 1 year of experience in the finance industry.
CRD# 7060484
Lpl Financial LLC
CRD# 1366957
Lpl Financial LLC
CRD# 2137572
Academy Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osp, LLC | Edina, MN | Jul 2015 - Current | 8 |
| Unemployed | Waco, TX | Dec 2014 - Jun 2015 | < 1 |
| Firstcity Financial Corp. | Waco, TX | May 1992 - Nov 2014 | 22 |
- TX
-
Total Assets Under Management1,665MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$237,823,286
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
MN, TX
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 derived from SEC.gov data covering 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.
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.