Terry Mcdaniel & Company

Terry Mcdaniel & Company (CRD# 104732) is a financial advisory firm headquartered in Austin, TX. They manage $1,643,828,201 in 353 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2630 Exposition Blvd Ste 300, Austin, TX 78703
http://www.tmcdanco.com
By the Numbers
  • Total Assets Under Management
    1,644
    MILLION
  • Total Number of Accounts
    353
    ACCOUNTS
  • Average Account Value
    $4,656,737
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
The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Terry Mcdaniel & Company
Showing 1 - 7 of 7 top financial advisors.
1
Jeffrey Lucado, financial advisor Austin TX
Jeffrey S. Lucado
CRD#: 1795087
2630 Exposition Blvd, Suite 300, Austin, TX 78703

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.

2
John McDaniel, financial advisor Austin TX
John W. McDaniel
CRD#: 6060856
2630 Exposition Blvd Ste 300, Austin, TX 78703

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 McDaniel, financial advisor Austin TX
Meredith L. McDaniel
CRD#: 6171297
2630 Exposition Blvd Ste 300, Austin, TX 78703

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
Terry McDaniel, financial advisor Austin TX
Terry P. McDaniel
CRD#: 326572
2630 Exposition Blvd., Suite 300, Austin, TX 78703

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.

5
Shannon Pitcher, financial advisor Austin TX
Shannon D. Pitcher
CRD#: 4531478
2630 Exposition Blvd Ste 300, Austin, TX 78703

Shannon Pitcher (CRD# 4531478) is an Investment Advisor Representative working at Terry Mcdaniel & Company in Austin, TX and has over 23 years of experience in the finance industry.

6
Claude Turlington, financial advisor Austin TX
Claude K. Turlington
CRD#: 1316454
2630 Exposition Blvd, Suite 300, Austin, TX 78703

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.

7
Steven Winegar, financial advisor Austin TX
Steven K. Winegar
CRD#: 6068123
2630 Exposition Blvd Ste 300, Austin, TX 78703

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.

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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