Terra Wealth
Terra Wealth (CRD# 320643) is a financial advisory firm headquartered in High Point, NC. They manage $250,086,346 in 2,158 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management250MILLION
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Total Number of Accounts2,158ACCOUNTS
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Average Account Value$115,888
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI
Larry Celaya (CRD# 2341279) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 30 years of experience in the finance industry.
Paul Debuhr (CRD# 5058990) is an Investment Advisor Representative working at Terra Wealth in Wausau, WI and has over 18 years of experience in the finance industry.
Bryan Dewhurst (CRD# 4542194) is an Investment Advisor Representative working at Terra Wealth in Forest City, IA and has over 13 years of experience in the finance industry.
Gregory Diamond (CRD# 5964867) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 12 years of experience in the finance industry.
Karen Dins (CRD# 6455640) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 9 years of experience in the finance industry.
Korey Doucette (CRD# 2435482) is an Investment Advisor Representative working at Terra Wealth in Flagstaff, AZ and has over 30 years of experience in the finance industry.
Dillon Kazemi (CRD# 6370589) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 9 years of experience in the finance industry.
Jack Knetter (CRD# 5007135) is an Investment Advisor Representative working at Terra Wealth in Mosinee, WI and has over 18 years of experience in the finance industry.
James Shaffer (CRD# 6284327) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 10 years of experience in the finance industry.
Janelle Thompson (CRD# 6338173) is an Investment Advisor Representative working at Terra Wealth in Wausau, WI and has over 6 years of experience in the finance industry.