Terry Eskind is a registered investment advisor at Edward Jones, based in Conover, NC, with 36 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
806 1st AVE SOUTH, Conover, NC, 28613
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2017Customer Dispute
December 1999Other Business Activities
Terry is the President of Eskind Group LLC, which owns rental properties in Newton, NC, since 2019. Terry spends minimal time maintaining the property.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Andrews Securities, LLCBroker
Moody Securities, LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Hines Real Estate Securities, INC.Broker
Sentinel Financial Services CompanyBroker
Aig Sunamerica Capital Services, INC.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Edward JonesBroker
Investment Planning Associates, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.