Carl TerzerCRD 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.
Terra Firma Financial LLC
Circa Capital, LLC
Weber Financial Advisory, Inc.
|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|
Total Assets Under Management569MILLIONS
Total Number of Accounts32ACCOUNTS
Average Account Value$17,770,202
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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