Harris Terry
Harris Terry is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Madisonville, KY, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
233 E. Center St, Madisonville, KY, 42431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Harris has a 50% interest in Hometown Development and Terry Rental LLC, involved in real estate operations, and spends a few hours per week reviewing financial information. He is also a trustee and beneficiary of the Katherine Nisbet Grandchildren Trust and a fiduciary for his mother's trust, dedicating minimal time to each.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
State Registrations23 states
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