Terrell Matthews, financial advisor Calverton MD
93 score

Terrell Matthews

CRD Number: 6128618
Current Firm: Primerica Advisors

Terrell Matthews (CRD# 6128618) is an Investment Advisor Representative working at Primerica Advisors in Calverton, MD and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. College Park, MD Oct 2012 - Current 5
Primerica Financial Services College Park, MD Aug 2012 - Current 5
Us. Patent & Trademark Office Alexandira, VA Apr 2005 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Terrell H. Matthews
Phone Number: 800-544-5445
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    446
    MILLIONS
  • Total Number of Accounts
    3,814
    ACCOUNTS
  • Average Account Value
    $116,938
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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