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JT
CFP
JT
CFP

Julie Terry

Ameriprise Financial Services, LLC
30 Years of Experience
Cordova, TN
Broker
View SEC Summary
View SEC Summary

Julie Terry is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Cordova, TN, with 30 years of industry experience. Julie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

138 Timber Creek Dr, Cordova, TN, 38018

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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

Julie is a member of GO Operations, which is a shell for their financial planning practice, and co-owns commercial rental property through 138 Timber Creek, LLC. She also owns rental property, is an assignor and board member for Terry and Julie, and has outside employment in sales with Mary Kay and as a referee, all requiring minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2004 - Present · 22 yrs 8 mos
Ameriprise Financial Services, LLC
May 1996 - Present · 30 yrs 5 mos
Ameriprise Financial Services, LLCBroker
May 1996 - Present · 30 yrs 5 mos
Previous Registrations
Ids Life Insurance CompanyBroker
May 1996 - July 2006 · 10 yrs 2 mos
Pruco Securities CorporationBroker
March 1996 - May 1996 · 2 mos
State Registrations29 states
ALARAZCACOCTDCFLGAIDILKYMAMDMOMSNCNENJNYOHPASCTNTXUTVAWAWY
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.
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