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Credentials
Series 63, Series 65
Experience Industry experience
22 years
Location
Willcox, AZ 85643
Cetera
Institution
Andrew Terry is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been associated with Cetera and its affiliates since 2003. Outside of advising, Terry is a CPA and owner of a tax and accounting firm, and he serves as vice president of a local youth basketball club as well as a board member of a community foundation in Arizona. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, allowing advisors to use affiliated and third-party model portfolios or develop custom strategies.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Willcox, AZ S. Haskell Avenue
136 S. Haskell Avenue
Willcox AZ 85643
Advisors at this office
1
Arizona
22 years of industry experience
Cetera
2004 - Present • 22 years
Schaumburg, IL
Cetera financial specialists LLC
2003 - Present • 23 years
Schaumburg, IL
Andrew O. Terry, PC
2003 - Present • 23 years
Willcox, AZ
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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