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Brian Patrick Terry

FINANCIAL MANAGEMENT CONCEPTS·WINTER SPRINGS, Florida
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1700 TOWN PLAZA COURT, WINTER SPRINGS, FL 32708CRD# 2957936Firm CRD# 118793
01

About

Brian Patrick Terry is a registered financial advisor based in WINTER SPRINGS, Florida, affiliated with FINANCIAL MANAGEMENT CONCEPTS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL MANAGEMENT CONCEPTS CORPORATION
FINANCIAL MANAGEMENT CONCEPTS
AUM
$189M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FINANCIAL MANAGEMENT CONCEPTS CORPORATION →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2957936
Firm CRD# 118793
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Patrick Terry offer?
Brian Patrick Terry specializes in Financial Planning, Investment Management. Contact their office in WINTER SPRINGS, Florida for a consultation.
What are Brian Patrick Terry's credentials?
Brian Patrick Terry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Patrick Terry located?
Brian Patrick Terry is based in WINTER SPRINGS, Florida, working with FINANCIAL MANAGEMENT CONCEPTS. Their office serves clients in the WINTER SPRINGS metropolitan area and surrounding communities.
How does Brian Patrick Terry charge for services?
Brian Patrick Terry's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL MANAGEMENT CONCEPTS?
FINANCIAL MANAGEMENT CONCEPTS has approximately 5 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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