Montel
Hawkins
Terra Wealth
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About this Advisor
Montel Hawkins is a financial advisor operating out of Phoenix, Arizona. Hawkins is an employee of Terra Wealth. During their career, Hawkins has held roles at Anytime Auto Glass, Mga Business Consulting, Partech, Kiviteapp, People Ready, Renaissance Marriott, Terra Wealth Management, LLC, Woz-U, Dhl Express, Preople Ready and Hampton University / Arizona State University. Hawkins holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Arizona. Terra Wealth is a financial advisory firm that has its headquarters in High Point, NC. The company has offices in 25 locations and a total of 62 people on staff. It administers $167 million in total assets among its 1,648 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,648 customer accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely depend on the financial services provided. Fee types billed by Terra Wealth can be comprised of any combination of 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
Montel Hawkins Work History
Montel has been registered as a financial advisor for 0 years.*
Terra Wealth Management, LLC
Renaissance Marriott
People Ready
Woz-U
People Ready
Dhl Express
Partech, Kiviteapp
Preople Ready
Anytime Auto Glass
Mga Business Consulting
Hampton University / Arizona State University
*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 Montel Hawkins 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
Murfreesboro, TN
Wausau, WI
High Point, NC
Phoenix, AZ
High Point, NC
High Point, NC
Mesa, AZ
San Tan Valley, AZ
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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