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 20 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.