Korey
Doucette
Terra Wealth
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About this Advisor
Korey Doucette is a financial advisor based out of Flagstaff, Arizona with 1 year of relevant experience. Doucette works at Terra Wealth. Their career trajectory has included roles at Primerica Financial Services, Pfs Investments Inc, Terra Wealth Management, LLC, Desert Peaks Financial Group and Cape Securities, Inc. Doucette has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Arizona. Terra Wealth is a company that has its headquarters in High Point, NC. The firm has offices in 25 locations and a total of 62 financial advisors. It oversees $167 million in assets across its 1,648 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,648 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on the services offered. However, fees billed by Terra Wealth likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Terra Wealth Brokerage Details
$167,354,321
62
1,648
$101,550
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Korey Doucette Work History
Korey has been registered as a financial advisor for 1 years.*
Terra Wealth Management, LLC
Cape Securities, Inc
Desert Peaks Financial Group
Primerica Financial Services
Pfs Investments Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Korey Doucette to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Terra Wealth
High Point, NC
Murfreesboro, TN
Wausau, WI
San Tan Valley, AZ
Mesa, AZ
Phoenix, AZ
High Point, NC
High Point, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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