Terra Wealth

Terra Wealth (CRD# 320643) is a financial advisory firm headquartered in High Point, NC. They manage $250,086,346 in 2,158 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
400 West English Road, Ste 215, High Point, NC 27262
https://www.facebook.com/watch/terrawealth/
By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    2,158
    ACCOUNTS
  • Average Account Value
    $115,888
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
The map below shows states where this firm has explicit registration only.

AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Terra Wealth
Showing 11 - 20 of 34 top financial advisors.
11
Timothy Thompson, financial advisor Wausau WI
Timothy A. Thompson
CRD#: 2026912
1488 Merrill Ave, Wausau, WI 54401

Timothy Thompson (CRD# 2026912) is an Investment Advisor Representative working at Terra Wealth in Wausau, WI and has over 34 years of experience in the finance industry.

12
Michelle Wilkinson, financial advisor Shrewsbruy PA
Michelle Wilkinson
CRD#: 6189133
Shrewsbruy, PA

Michelle Wilkinson (CRD# 6189133) is an Investment Advisor Representative working at Terra Wealth in Shrewsbruy, PA and has over 10 years of experience in the finance industry.

13
Richard Wilkinson, financial advisor High Point NC
Richard Wilkinson
CRD#: 6064871
400 West English Road, Ste 215, High Point, NC 27262

Richard Wilkinson (CRD# 6064871) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 11 years of experience in the finance industry.

14
Patrick Adams, financial advisor Murfreesboro TN
Patrick D. Adams
CRD#: 7537603
Murfreesboro, TN

Patrick Adams (CRD# 7537603) is an Investment Advisor Representative working at Terra Wealth in Murfreesboro, TN and has 1 year of experience in the finance industry.

15
Tristen Aragon, financial advisor Winslow AZ
Tristen E. Aragon
CRD#: 6990003
Winslow, AZ

Tristen Aragon (CRD# 6990003) is an Investment Advisor Representative working at Terra Wealth in Winslow, AZ and has over 5 years of experience in the finance industry.

16
Jeffery Cole, financial advisor High Point NC
Jeffery Cole
CRD#: 7450022
400 West English Road, Ste 215, High Point, NC 27262

Jeffery Cole (CRD# 7450022) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 2 years of experience in the finance industry.

17
Karter Doucette, financial advisor Gilbert AZ
Karter M. Doucette
CRD#: 7826214
1094 S Gilbert Rd, Suite 201, Gilbert, AZ 85296

Karter Doucette (CRD# 7826214) is an Investment Advisor Representative working at Terra Wealth in Gilbert, AZ and has 1 year of experience in the finance industry.

18
Aaron Fisher, financial advisor High Point NC
Aaron R. Fisher
CRD#: 5343214
400 West English Road, Ste 215, High Point, NC 27262

Aaron Fisher (CRD# 5343214) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 16 years of experience in the finance industry.

19
Jeffrey Fisher, financial advisor Harrisburg PA
Jeffrey W. Fisher
CRD#: 7310694
Harrisburg, PA

Jeffrey Fisher (CRD# 7310694) is an Investment Advisor Representative working at Terra Wealth in Harrisburg, PA and has over 3 years of experience in the finance industry.

20
Montel Hawkins, financial advisor Phoenix AZ
Montel H. Hawkins
CRD#: 7359891
Phoenix, AZ

Montel Hawkins (CRD# 7359891) is an Investment Advisor Representative working at Terra Wealth in Phoenix, AZ and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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