MT
CFP
MT
CFP

Matthew Benjamin Terry

19 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,481 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277

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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

Matthew works as a consultant and regional director for Horizon Investments, promoting investment models and funds to financial advisors. This activity is investment-related and takes nearly all of Matthew's time.

Employment History
Current Registrations
Horizon Investments LLC
August 2021 - Present · 4 yrs 6 mos
Quasar Distributors, LLC
July 2021 - Present · 4 yrs 7 mos
Quasar Distributors, LLCBroker
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Foreside Financial Services, LLCBroker
August 2018 - June 2021 · 2 yrs 10 mos
Northern Lights Distributors, LLCBroker
December 2017 - March 2018 · 3 mos
Symmetry Partners
October 2017 - June 2021 · 3 yrs 8 mos
Mbsc Securities Corporation
July 2015 - March 2017 · 1 yr 8 mos
Mbsc Securities CorporationBroker
July 2015 - March 2017 · 1 yr 8 mos
NFP Advisor Services, LLC
March 2014 - July 2015 · 1 yr 4 mos
NFP Advisor Services, LLCBroker
March 2014 - July 2015 · 1 yr 4 mos
Cetera Investment Advisers LLC
February 2006 - March 2014 · 8 yrs 1 mo
Cetera Financial Specialists LLCBroker
February 2006 - March 2014 · 8 yrs 1 mo
UBS Financial Services INC.Broker
July 2005 - March 2006 · 8 mos
State Registrations4 states
LANCOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.