Terry Estes is a CFP-designated registered investment advisor, based in Monroe, NC, with 26 years of industry experience.
Location
107 North Main Street, Monroe, NC, 28112
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Regulatory History (3)
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Customer Dispute
September 2008Denied
Customer Dispute
October 2006Denied
Customer Dispute
October 2003Denied
Other Business Activities
Terry is an independent contractor for Freedom Street Partners and owns FSP Enterprise, LLC and Integrity Wealth Holdings, LLC, dedicating about half of his time to each. He is also an officer for Integrity Wealth Management and a board member for Union County Community Shelter, spending minimal time on the latter.
Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
March 2024 - Present · 2 yrs 4 mos
Steward Partners Investment Solutions, LLCBroker
March 2024 - Present · 2 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
October 2021 - March 2024 · 2 yrs 5 mos
Raymond James Financial Services, INC.Broker
October 2021 - March 2024 · 2 yrs 5 mos
Edward Jones
February 2007 - October 2021 · 14 yrs 8 mos
Edward JonesBroker
January 2000 - October 2021 · 21 yrs 9 mos
State Registrations14 states
ALAZCACOFLGAINKSKYNCORSCTNVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.