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Benson Barry Terrell Jr.

Advisor at Mass Mutual Investors Services — Lake Charles, LA Gray Market Dr

Updated today

Credentials

CFP®, ChFC®, Series 63

Experience

34 years

Location

Lake Charles, LA 70605

Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Total advisors

5,064

Across 1,219 offices

Clients per advisor

89 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

Benson Terrell Jr. is a financial advisor with Mass Mutual Investors Services in Lake Charles, LA, holding the CFP® and ChFC® designations and over 33 years of industry experience. He has been with MML Investors Services Inc. and MassMutual since 2008. Outside of his advisory role, Terrell is involved in several business ventures, including ownership of a pleasure hunting and crawfish farm and a retail sales business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative planning engagements using firm-approved analytical tools and offers event-driven planning services such as divorce and estate-settlement planning.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

See office

Lake Charles, LA Gray Market Dr

5901 Gray Market Dr, Suite B

Lake Charles LA 70605

Advisors at this office

1

Most active in

Louisiana · Texas

Work history

34 years of industry experience

Mml Investors Services Inc

2008 - Present • 18 years

Lake Charles, LA

MASSMUTUAL

2008 - Present • 18 years

Lake Charles, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael F

Series 63, Series 65

Lake Charles, LA

Fullington & Associates, LLC

Michael Fullington is the sole advisor at Fullington & Associates, LLC, an independent firm based in Lake Charles, Louisiana. He holds the Series 63 and Series 65 designations and has 17 years of industry experience. He founded Fullington & Associates in 2004 and has been with the firm since its inception. Fullington & Associates provides discretionary portfolio management and financial planning services tailored to individual clients. The firm applies a combination of fundamental research, technical analysis, and cyclical evaluation to manage client assets, emphasizing customized portfolios and regular reviews.

General retirement planning
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Daniel F

CFP®, CFA®, Series 66

Lake Charles, LA

FMP Wealth Advisers

Daniel Frick is a CFP®, CFA®, and Series 66-licensed advisor with 18 years of industry experience. He has been with Financial Management Professionals, Inc. (FMP Wealth Advisers) since 2012. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts, employing a proprietary manager selection process and discretionary authority, and manages approximately $1.13 billion for about 700 clients.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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John H

CFP®

Lake Charles, LA

FMP Wealth Advisers

John Hixson is a CFP® professional with 23 years of experience in financial advising at FMP Wealth Advisers in Lake Charles, LA. He has been associated with Financial Management Professionals, Inc. since 1993 and manages private investments through a family limited liability company. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process, serving approximately 700 clients and managing around $1.13 billion in assets.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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Joshua W

Series 65

Lake Charles, LA

FMP Wealth Advisers

Joshua Williams is a financial advisor at FMP Wealth Advisers with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Southern Mississippi and FOCUS. FMP Wealth Advisers provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process, managing approximately $1.13 billion for about 700 clients.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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Jacob L

Series 65

Lake Charles, LA

FMP Wealth Advisers

Jacob Lemaire is a financial advisor at FMP Wealth Advisers in Lake Charles, LA, holding a Series 65 designation. He has one year of industry experience and previously worked at First Horizon Bank, Pats of Henderson, and in education roles at Teurlings Catholic High School and St. Pius Elementary School. FMP Wealth Advisers provides fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.34 billion in client assets, using model portfolio management, separately managed accounts, and retirement-plan fiduciary services, and serves as an investment manager and sponsor to private pooled investment vehicles.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
user avatar

Troy S

Series 63

Lake Charles, LA

Triad Wealth Partners, LLC

Troy Stine is a financial advisor with Triad Wealth Partners, LLC, holding a Series 63 designation and bringing 27 years of industry experience. His prior roles include positions at J.W. Cole Advisors and C2P Capital Advisory Group, and he operates his own tax and wealth planning business. Outside of advising, he is active in financial education as chapter president of the American Financial Education Alliance and is a board member of the City of Lake Charles Alcohol Review Board. Triad Wealth Partners serves individual and institutional clients through a network of independent advisors and a turnkey asset management platform, offering discretionary portfolio management, third-party manager access, and customized financial planning. The firm employs a strategic asset allocation process supported by an investment committee and diverse investment options including mutual funds, ETFs, and separately managed accounts.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
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