Charles S. Terry

SHEPHERD WEALTH PARTNERS

Waxhaw, NC

Some features on this profile are disabled

CRD#: 5130876

Professional summary

Charles Stuart Terry, CFP®, who also goes by Charles S Terry, is a registered financial advisor currently at SHEPHERD WEALTH PARTNERS located in Waxhaw, North Carolina.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Charles has worked at 2 firms and has passed the Series 65 exam.

Biography

With a deep desire to teach time tested, Biblical principles of finance, Charles has spoken at various venues in the Charlotte area.  He has served on numerous occasions as a Subject Matter Expert for the CFP® Board composing questions for the national exam. Prior to his career as an advisor, he served on staff with Young Life ministries, investing in the lives of high school students.

Charles graduated from the University of North Carolina at Chapel Hill with a BA in Mathematics.  He and his wife Amy live in Charlotte with their four children.

.

Question & Answer

What are your service offerings?

Tax Planning

Investment Planning

Education Planning

Estate Planning

Comprehensive Financial Planni...

Elder Care

Retirement Income Management

Retirement Planning

Do you have an area of expertise or specialization?

Business Owners

Charitable Giving

Corporate Executives

Investment Advice with Ongoing...

Medical Professionals

Retirement Planning & Distribu...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Charles S Terry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Stuart Terry's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

June 20, 2017 - Present

SHEPHERD WEALTH PARTNERS

RIA

CRD#: 288920

Waxhaw, NC

Past

July 11, 2006 - June 5, 2017

RONALD BLUE & CO., LLC

RIA

CRD#: 104605

CHARLOTTE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(6/20/2017)

IAR

South Carolina
(7/3/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/7/2006

Uniform Investment Adviser Law Examination

Current Firm

SHEPHERD WEALTH PARTNERS

SHEPHERD ADVISORY GROUP LLC | SHEPHERD WEALTH PARTNERS, LLC | SHEPHERD WEALTH PARTNERS

CRD#: 288920 / SEC#:

North Carolina

Registered Investment Advisory firm - (6/20/2017 Approved)

South Carolina

Registered Investment Advisory firm - (6/30/2017 Approved)

Texas

Registered Investment Advisory firm - (3/11/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Waxhaw, NC

Mailing Address

Phone number

(704) 443-8455

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	248
AUM (Assets Under Management)	$ 62,415,058

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Charles S. Terry

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Stuart Terry's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHEPHERD WEALTH PARTNERS

RONALD BLUE & CO., LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/7/2006

Current Firm

SHEPHERD WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SHEPHERD WEALTH PARTNERS

TRUST BUT VERIFY

Contact information

Similar Advisors