Terry Duhamel
Terry Duhamel is a registered investment advisor at Planmember Securities Corporation, based in Austin, TX, with 34 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Austin, TX
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2005Employment Separation After Allegations
June 1995Other Business ActivitiesSells Insurance
Terry is the owner/agent of Duhamel & Associates Insurance and Financial Services, Inc., offering financial and insurance (fixed, health, term life) sales and services since 1999. This takes about 10-20% of Terry's time.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
Veritrust Financial, LLC
Veritrust Financial, LLCBroker
Aragon Financial Services, INC.Broker
Ba Investment Services, INC.Broker
Painewebber IncorporatedBroker
Aragon Financial Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations7 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.