Terrell Financial Group
Terrell Financial Group (CRD# 148425) is a financial advisory firm headquartered in Metairie, LA. They manage $17,742,001 in 174 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management18MILLION
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Total Number of Accounts174ACCOUNTS
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Average Account Value$101,966
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA
Financial Advisors at Terrell Financial Group
1
Brett Terrell (CRD# 5600721) is an Investment Advisor Representative working at Terrell Financial Group in Metairie, LA and has over 16 years of experience in the finance industry.
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