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).
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Total Assets Under Management250MILLION
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Total Number of Accounts2,158ACCOUNTS
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Average Account Value$115,888
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI
Trent Heckman (CRD# 6264926) is an Investment Advisor Representative working at Terra Wealth in Harrisburg, PA and has over 10 years of experience in the finance industry.
Jacob Hunt (CRD# 7706447) is an Investment Advisor Representative working at Terra Wealth in San Tan Valley, AZ and has 1 year of experience in the finance industry.
James May (CRD# 1601422) is an Investment Advisor Representative working at Terra Wealth in Lawrenceville, GA and has over 31 years of experience in the finance industry.
Michael McDonald (CRD# 7669722) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has 1 year of experience in the finance industry.
Lauren Mink (CRD# 6834792) is an Investment Advisor Representative working at Terra Wealth in Crown Point, IN and has over 6 years of experience in the finance industry.
Donna O'neill (CRD# 6104240) is an Investment Advisor Representative working at Terra Wealth in Flagstaff, AZ and has over 9 years of experience in the finance industry.
Justin Pierce (CRD# 6788931) is an Investment Advisor Representative working at Terra Wealth in York, PA and has over 5 years of experience in the finance industry.
Patrick Stickler (CRD# 5635893) is an Investment Advisor Representative working at Terra Wealth in Flagstaff, AZ and has over 14 years of experience in the finance industry.
Charles Strong (CRD# 6347892) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 9 years of experience in the finance industry.
Rukmini Sunkara (CRD# 6946537) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 5 years of experience in the finance industry.