Unclaimed Profile

Terry Dean Gottberg

MERIT ENERGY COMPANY, LLC·DALLAS, Texas

Clean recordMERIT ENERGY COMPANY, LLC

13727 NOEL ROAD, DALLAS, TX 75240CRD# 5115051Firm CRD# 109310

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Terry Dean Gottberg · DALLAS, TX

Registration

CRD #5115051 · MERIT ENERGY COMPANY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Terry Dean Gottberg is a registered financial advisor based in DALLAS, Texas, affiliated with MERIT ENERGY COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Terry

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Terry is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

MERIT ENERGY COMPANY, LLC

MERIT ENERGY COMPANY

AUM

$4.6B

Regulatory assets under management

Employees

831

Total firm employees

View all advisors at MERIT ENERGY COMPANY, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5115051

Firm CRD# 109310

View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

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

Browse DALLAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Terry Dean Gottberg offer?

Terry Dean Gottberg specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Terry Dean Gottberg's credentials?

Terry Dean Gottberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Terry Dean Gottberg located?

Terry Dean Gottberg is based in DALLAS, Texas, working with MERIT ENERGY COMPANY, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Terry Dean Gottberg charge for services?

Terry Dean Gottberg's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERIT ENERGY COMPANY, LLC?

MERIT ENERGY COMPANY, LLC has approximately 831 employees and manages $4.6B 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 →