Terrell Financial Group

Terrell Financial Group (CRD# 148425) is a financial advisory firm headquartered in Metairie, LA. They manage $17,742,001 in 174 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3045 Ridgelake Drive, Suite 301, Metairie, LA 70002
https://www.facebook.com/terrellfinanical
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $101,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA

Financial Advisors at Terrell Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
Brett Terrell, financial advisor Metairie LA
Brett E. Terrell
CRD#: 5600721
3045 Ridgelake Drive, Suite 301, Metairie, LA 70002

Brett Terrell (CRD# 5600721) is an Investment Advisor Representative working at Terrell Financial Group in Metairie, LA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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