Carl Terzer, financial advisor Gainesville GA
93 score

Carl Terzer

CRD Number: 1097365
Current Firm: Capvisor Associates, LLC

Carl Terzer (CRD# 1097365) is an Investment Advisor Representative working at Capvisor Associates, LLC in Gainesville, GA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Capvisor Associates, LLC Gainesville, GA Sep 2008 - Current 9
Princor Financial Services Corporation New York, NY Dec 2006 - Current 11
Principal Life Insurance Company New York, NY Oct 2006 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 1999
Contact Info for Carl E. Terzer
Phone Number: 9736656370
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    569
    MILLIONS
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $17,770,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

GA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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