Dustin Terry (CRD# 5487877) is an Investment Advisor Representative working at Clear Harbor Wealth Management in Destin, FL and has over 16 years of experience in the finance industry.
CRD# 6378144
Edward Jones
CRD# 5317764
Edward Jones
CRD# 2232110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Point Capital LLC | Chicago, IL | Nov 2022 - Current | 1 |
| Curio Capital Crypto Opportunities Fund Gp, LLC | Destin, DE | Apr 2022 - Current | 2 |
| Clear Harbor Wealth Management, LLC | Destin, FL | Feb 2015 - Current | 9 |
| Center Street Securities | Nashville, TN | Oct 2016 - Jun 2022 | 5 |
| Center Street Securities | Nashville, TN | Oct 2016 - Feb 2021 | 4 |
| Sagepoint Financial | Niceville, FL | Apr 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management35MILLIONS
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Total Number of Accounts185ACCOUNTS
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Average Account Value$187,032
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
FL, TX
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