AdvisorOS Directory
Claim Profile
TW

Terry Elizabeth Wilson

ELECT-INVEST.COM,INC.·PAOLI, Pennsylvania
Unclaimed Profile
14 COBBLESTONE DR., PAOLI, PA 19301CRD# 4359905Firm CRD# 110123
01

About

Terry Elizabeth Wilson is a registered financial advisor based in PAOLI, Pennsylvania, affiliated with ELECT-INVEST.COM,INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ELECT-INVEST.COM,INC.
ELECT-INVEST.COM,INC.
AUM
$667K
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ELECT-INVEST.COM,INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4359905
Firm CRD# 110123
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PAOLI?

Browse all registered financial advisors in PAOLI, Pennsylvania or claim this profile if it's yours.

Browse PAOLI AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Terry Elizabeth Wilson offer?
Terry Elizabeth Wilson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PAOLI, Pennsylvania for a consultation.
What are Terry Elizabeth Wilson's credentials?
Terry Elizabeth Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terry Elizabeth Wilson located?
Terry Elizabeth Wilson is based in PAOLI, Pennsylvania, working with ELECT-INVEST.COM,INC.. Their office serves clients in the PAOLI metropolitan area and surrounding communities.
How does Terry Elizabeth Wilson charge for services?
Terry Elizabeth Wilson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELECT-INVEST.COM,INC.?
ELECT-INVEST.COM,INC. has approximately 3 employees and manages $667K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PAOLI
Therese Marianne Eringi — ELECT-INVEST.COM,INC.David Andrew Weikert — MERION WEALTH PARTNERS, LLCElizabeth Ann Hannigan — MERION WEALTH PARTNERS, LLCLourde John Constable — HIGHVIEW ADVISORS, L.P.Peter August Breuninger — ELECT-INVEST.COM,INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile