Terry Kors is a registered investment advisor at Private Advisor Group, LLC, based in Tampa, FL, with 9 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
3120 McFarland Road, Tampa, FL, 33616
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Terry is an independent insurance agent selling insurance products, though this is separate from his advisory role. He also serves on the Board of Directors of the Outback Bowl, and works as a FINRA arbitrator, bank liquidation consultant, and substitute teacher.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
Sterne Agee Investment Advisors, INC.
Nexity Financial Services, INC.
Ameriprise Financial Services, INC.
Raymond James Financial Services
State Registrations1 state
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.