Investment adviser representative · United Capital Financial Advisors
Terri B. Ward
CRD 2963015 · Brentwood, TN
At a glance
Terri B. Ward is an investment adviser representative with United Capital Financial Advisors in Brentwood, TN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Terri’s SEC record dates to 2004, about 22 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- United Capital Financial AdvisorsSince February 2015Brentwood, TN · $25B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Terri’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.