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Michael Terry

31 Years of Experience
Marietta, GA
Broker

Michael Terry is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marietta, GA, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4901 Olde Towne Pkwy, Ste 100, Marietta, GA, 30068

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is an owner of Terry Investment Group, Inc., an S-Corp support company, since 2006. He spends minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
February 2002 - Present · 24 yrs 3 mos
Previous Registrations
Raymond James Financial Services
May 2003 - January 2009 · 5 yrs 8 mos
Wachovia Securities, INC.Broker
May 1994 - April 2002 · 7 yrs 11 mos
State Registrations30 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Michael Terry - Financial Advisor | TrueAdvisor