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Financial ADVSR advisor directory · SEC adviser records

Terry McDaniel & Company financial advisors

Every SEC-registered investment adviser representative at Terry McDaniel & Company, by the state and city of the office they work from.

7 registered advisors work at Terry McDaniel & Company, in 1 state and 1 city; the most are in Austin, TX (7). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Terry McDaniel & Company advisor by name →Who joined and left Terry McDaniel & Company →Terry McDaniel & Company: assets, clients and custodians →

Cities with the most Terry McDaniel & Company advisors

Austin, TX 7

Terry McDaniel & Company advisors by state

Terry McDaniel & Company in Texas 7

Austin 7

Questions

How many financial advisors does Terry McDaniel & Company have?

7 investment adviser representatives are registered with Terry McDaniel & Company, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Terry McDaniel & Company have the most advisors?

Austin, TX, with 7 registered advisors. By state, Texas has the most, with 7.

How do I find a Terry McDaniel & Company financial advisor near me?

Pick your state below, then your city, to see every Terry McDaniel & Company advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Terry McDaniel & Company offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →