Terry Mcdaniel & Company

Terry Mcdaniel & Company (CRD# 104732) is a financial advisory firm headquartered in Austin, TX. They manage $823,729,313 in 335 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    824
    MILLION
  • Total Number of Accounts
    335
    ACCOUNTS
  • Average Account Value
    $2,458,893
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Terry Mcdaniel & Company
Showing 1 - 7 of 7 top financial advisors.
1
Bernadette Black
CRD#: 2912882
2630 Exposition Blvd Ste 300, Austin, TX 78703
93
Wealthminder
score

Bernadette Black (CRD# 2912882) is an Investment Advisor Representative working at Terry Mcdaniel & Company in Austin, TX and has over 19 years of experience in the finance industry.

2
John W. McDaniel
CRD#: 6060856
2630 Exposition Blvd Ste 300, Austin, TX 78703
90
Wealthminder
score

John McDaniel (CRD# 6060856) is an Investment Advisor Representative working at Terry Mcdaniel & Company in Austin, TX and has 1 year of experience in the finance industry.

3
Meredith L. McDaniel
CRD#: 6171297
2630 Exposition Blvd Ste 300, Austin, TX 78703
90
Wealthminder
score

Meredith McDaniel (CRD# 6171297) is an Investment Advisor Representative working at Terry Mcdaniel & Company in Austin, TX and has 1 year of experience in the finance industry.

4
Steven K. Winegar
CRD#: 6068123
2630 Exposition Blvd Ste 300, Austin, TX 78703
90
Wealthminder
score

Steven Winegar (CRD# 6068123) is an Investment Advisor Representative working at Terry Mcdaniel & Company in Austin, TX and has 1 year of experience in the finance industry.

5
Jeffrey S. Lucado
CRD#: 1795087
2630 Exposition Blvd, Suite 300, Austin, TX 78703
87
Wealthminder
score

Jeffrey Lucado (CRD# 1795087) is an Investment Advisor Representative working at Terry Mcdaniel & Company in Austin, TX and has 1 year of experience in the finance industry.

6
Terry P. McDaniel
CRD#: 326572
2630 Exposition Blvd Ste 300, Austin, TX 78703
87
Wealthminder
score

Terry McDaniel (CRD# 326572) is an Investment Advisor Representative working at Terry Mcdaniel & Company in Austin, TX and has 1 year of experience in the finance industry.

7
Claude K. Turlington
CRD#: 1316454
2630 Exposition Blvd, Suite 300, Austin, TX 78703
87
Wealthminder
score

Claude Turlington (CRD# 1316454) is an Investment Advisor Representative working at Terry Mcdaniel & Company in Austin, TX and has 1 year of experience in the finance industry.

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