Terry Royal
Terry Royal is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bardstown, KY, with 26 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
Firm Size
IM Fee
Assets Under Management
Location
631 N. Third Street, Bardstown, KY, 40004
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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 Activities
Terry is a partner in Royal Legacy Holdings, LLC, a commercial rental property in Louisville, KY, since February 2024. Terry spends minimal time on this activity, which is intended to be an Edward Jones office.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations29 states
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