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Terri Kay Creel

Advisor at Edward Jones — Madisonville, TX

Updated today

Credentials

Series 66

Experience

1 year

Location

Madisonville, TX 77864

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Terri Creel is a financial advisor with Edward Jones in Madisonville, TX, holding a Series 66 designation and over 22 years of experience with the firm. Outside of her advisory role, she serves as an interim office administrator at Madisonville First Baptist Church, managing office operations and coordinating with staff and committees. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Madisonville, TX

814 E Main St

Madisonville TX 77864

Advisors at this office

2

Most active in

Texas

Work history

1 year of industry experience

Edward Jones

2004 - Present • 22 years

St Louis, MO

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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Alexandria B

Series 66

Iola, TX

Edward Jones

Alexandria Becker is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of nearly 24,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Dale H

Series 63, Series 66

Madisonville, TX

Edward Jones

Dale Hurst is a financial advisor with Edward Jones in Madisonville, TX, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has worked at Edward Jones since 2000. Outside of his advisory role, Hurst serves as a director of the Madison County Appraisal District and as trustee and president of the Madisonville Consolidated Independent School District board. He also owns a personal farm with limited sales of hay and show goats. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its large retail advisor and branch network, affiliated capabilities beyond advisory services, and operating under a fiduciary standard.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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