Brett E. Terrell

TERRELL FINANCIAL GROUP

METAIRIE, LA 70002

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CRD#: 5600721

Professional summary

Brett Elliott Terrell is a registered financial advisor currently at TERRELL FINANCIAL GROUP located in Metairie, Louisiana.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brett has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

ASSET PROTECTION SPECIALTIES, LLC; INVESTMENT RELATED; METAIRIE, LA; INSURANCE PRODUCTS SALES AND SERVICES; INSURANCE AGENT/OWNER; FEBRUARY 2008; APPROXIMATELY 25% OF TIME SPENT ON THIS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Elliott Terrell'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®

None

Experience

Current

November 6, 2008 - Present

TERRELL FINANCIAL GROUP

Office #1: 3045 Ridgelake Drive Suite 301, Metairie, LA 70002

RIA

CRD#: 148425

METAIRIE, LA

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

Louisiana
(11/6/2008)

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: 2/19/2008

Uniform Investment Adviser Law Examination

Current Firm

TERRELL FINANCIAL GROUP

ASSET MANAGEMENT SPECIALTIES, LLC | TERRELL FINANCIAL GROUP | FULL CIRCLE FINANCES

CRD#: 148425 / SEC#:

Louisiana

Registered Investment Advisory firm - (11/6/2008 Approved)

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Contact information

Main Address

3045 Ridgelake Drive Suite 301, Metairie, LA 70002

Mailing Address

Phone number

(504) 838-0411

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	184
AUM (Assets Under Management)	$ 19,315,000

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.

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Brett E. Terrell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Elliott Terrell's CRS (Customer Relationship Summary).

Certified licenses

Experience

TERRELL FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 2/19/2008

Current Firm

TERRELL FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TERRELL FINANCIAL GROUP

TRUST BUT VERIFY

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