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).
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Total Assets Under Management1,644MILLION
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Total Number of Accounts353ACCOUNTS
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Average Account Value$4,656,737
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, LA, TX
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.
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.
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.
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.
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.
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.
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.