Roland Terrell, financial advisor Lake Charles LA
93 score

Roland Terrell

CRD Number: 1378380
Current Firm: Questar Asset Management, Inc.

Roland Terrell (CRD# 1378380) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Lake Charles, LA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Questar Capital Corporation Minneapolis, MN May 2013 - Current 4
Questar Asset Management Minneapolis, MN May 2013 - Current 4
Gcg Wealth Management Minneapolis, MN Apr 2013 - Current 5
Lincoln Financial Minneapolis, MN Apr 2013 - Current 5
Terrell & Associates Lake Charles, LA Apr 2013 - Current 5
Ascend Financial Services, Inc. Lake Charles, LA Jul 1987 - Current 30
Minnesota Life St. Paul, MN Sep 1984 - May 2013 28
Ben Terrell & Assoc Inc. Lake Charles, LA Feb 1984 - Apr 2013 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1997
S65 NASAA Investment Advisors Law Examination Nov 2005
Contact Info for Roland L. Terrell
Phone Number: 888-446-5872
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    867
    MILLIONS
  • Total Number of Accounts
    5,174
    ACCOUNTS
  • Average Account Value
    $167,488
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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

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