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Timothy Joe Terry

Carter, Terry & Company, INC.
43 Years of Experience
2 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Carter, Terry & Company, INC.
Compensation
Fee-Only (AUM)
Firm Size
17 advisors
Number of Clients
185 clients
Average Client Portfolio
$602K average
Assets Under Management
$111.3M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.00%
$100K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M1.75%
$5M+1.50%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

3060 Peachtree Road Suite 1200, Atlanta, GA, 30305

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 1993
Customer Dispute
February 1992
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Timothy is a shareholder in Coycart LLC and a managing director at E88 Properties LLC, both passive real estate investments since 2012. He spends minimal time on these activities and receives no compensation.

Employment History
Current Registrations
Carter, Terry & Company, INC.
February 2017 - Present · 9 yrs
Carter, Terry & Company, INC.Broker
November 1998 - Present · 27 yrs 3 mos
Previous Registrations
Argent Securities, INC.Broker
May 1993 - September 1998 · 5 yrs 4 mos
Painewebber IncorporatedBroker
October 1986 - March 1993 · 6 yrs 5 mos
Dean Witter Reynolds INC.Broker
February 1983 - October 1986 · 3 yrs 8 mos
First Jersey Securities, INC.Broker
July 1982 - February 1983 · 7 mos
State Registrations19 states
CACOFLGAILLAMAMENHNJNYOHOKORPAPRSCTNWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.