2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA
2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA
Terry is our lead Money Manager and Options Trader and holds a series 65, 8 license.
After college he cut his teeth on Wall Street in 1983 as a portfolio money manager with large firms and Investment banking.
As an experienced trader Terry ‘s expertise lay in options trading and securing a safe and reliable future.
Married with two grown children and a passion for family.
We make this belief a reality by putting clients first, leading with exceptional ideas, doing the right thing, and giving back.
2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA
Investment Advisory services through Georgia Advisory Group LLC. A registered investment advisory firm. Custodian services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC and Non- Bank Affiliate of Wells Fargo and Company. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses. brokercheck.finra.org / www.sipc.org
