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Credentials
Series 63, Series 66
Experience Industry experience
29 years
Location
Vienna, MO 65582
Cetera
Institution
Terry Helton is a financial advisor with Cetera in Vienna, MO, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2016. Helton is also President, CEO, and Chairman of the Board for The Maries County Bank, where he oversees day-to-day management and serves on the board of the holding company and related employee benefit plans. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.
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.
Vienna, MO
205 Highway 63 North
Vienna MO 65582
Advisors at this office
2
Missouri
29 years of industry experience
Cetera
2016 - Present • 10 years
Vienna, MO
Cetera Investment Services Llc
2016 - Present • 10 years
St.Cloud, MN
The Maries County Bank
1989 - Present • 37 years
Vienna, MO
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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