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Terry Lee Ledbetter

KOPION ASSET MANAGEMENT, LLC·MCKINNEY, Texas
Unclaimed Profile
400 W. LOUISIANA STREET, MCKINNEY, TX 75069-4444CRD# 4410713Firm CRD# 152693
01

About

Terry Lee Ledbetter is a registered financial advisor based in MCKINNEY, Texas, affiliated with KOPION ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
KOPION ASSET MANAGEMENT, LLC
KOPION ASSET MANAGEMENT, LLC
AUM
$131M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KOPION ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4410713
Firm CRD# 152693
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Terry Lee Ledbetter offer?
Terry Lee Ledbetter specializes in Investment Management, Fee-Only Advisory. Contact their office in MCKINNEY, Texas for a consultation.
What are Terry Lee Ledbetter's credentials?
Terry Lee Ledbetter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terry Lee Ledbetter located?
Terry Lee Ledbetter is based in MCKINNEY, Texas, working with KOPION ASSET MANAGEMENT, LLC. Their office serves clients in the MCKINNEY metropolitan area and surrounding communities.
How does Terry Lee Ledbetter charge for services?
Terry Lee Ledbetter'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 KOPION ASSET MANAGEMENT, LLC?
KOPION ASSET MANAGEMENT, LLC has approximately 2 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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