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BT

Brett E. Terrell

TERRELL FINANCIAL GROUP
METAIRIE, LA 70002
Some features on this profile are disabled
CRD#: 5600721
BT

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.
The advisor shows no other business 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)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/19/2008
Uniform Investment Adviser Law Examination

Current Firm

TF
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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts184
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.

Company Information

TERRELL FINANCIAL GROUP

CRD#: 148425Metairie, LA 70002

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