AdvisorOS Directory
Claim Profile
TE

Terry Elizabeth Everett

ROCKLAND CAPITAL, LP·THE WOODLANDS, Texas
Unclaimed Profile
24 WATERWAY AVE, THE WOODLANDS, TX 77380CRD# 5925440Firm CRD# 156791
01

About

Terry Elizabeth Everett is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with ROCKLAND CAPITAL, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ROCKLAND CAPITAL, LP
ROCKLAND CAPITAL, LP
AUM
$1.8B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at ROCKLAND CAPITAL, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5925440
Firm CRD# 156791
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in THE WOODLANDS?

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

Browse THE WOODLANDS 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 Everett offer?
Terry Elizabeth Everett specializes in Retirement Planning. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Terry Elizabeth Everett's credentials?
Terry Elizabeth Everett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terry Elizabeth Everett located?
Terry Elizabeth Everett is based in THE WOODLANDS, Texas, working with ROCKLAND CAPITAL, LP. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Terry Elizabeth Everett charge for services?
Terry Elizabeth Everett'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 ROCKLAND CAPITAL, LP?
ROCKLAND CAPITAL, LP has approximately 22 employees and manages $1.8B 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 THE WOODLANDS
Thomas Jerome Pisula — PINECROFT CORE MANAGEMENT, LLCWael M. Asi — PINECROFT CORE MANAGEMENT, LLCDavid M. Teague — PINECROFT CORE MANAGEMENT, LLCEnrique Quintero — PINECROFT CORE MANAGEMENT, LLCJames N. Pisula — PINECROFT CORE MANAGEMENT, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile