Terry
Minton

Trutoro

CRD#5714961
Investment Advisor
in Cabot, AR

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About this Advisor

Terry Minton is a financial advisor based in Cabot, Arkansas with a total of 4 years of industry experience. Minton is on the advisory team at Trutoro. Over the course of their career, Minton has held roles at Lpl Financial LLC, Genwealth Financial Advisors, Hd Vest Investment Services, Hd Vest Advisory Services, Hd Vest Insurance Agency Inc, Lucas Minton and Constable. Minton maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Arkansas. Trutoro is a financial advisory business that has its headquarters in Conway, AR. It has offices in 11 locations and a total of 21 advisors. It handles $139 million in assets under management among its 1,090 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,090 client accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets. The firm performs a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fee types charged by Trutoro likely include any combination of asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2391 W Main St C
Cabot, AR 72023

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Trutoro Brokerage Details

Total Assets Under Management

$138,671,091

AR Average: $880,205,985
Total Number of Employees

21

AR Average: 42
Total Number of Accounts

1,090

AR Average: 1,714
Average Account Size

$127,221

AR Average: $513,539

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Terry Minton Work History

Terry has been registered as a financial advisor for 4 years.*

2015 - Present (9 years)

Constable

2014 - Present (10 years)

Lucas Minton

2016 - 2019 (3 years)

Hd Vest Insurance Agency Inc

2014 - 2019 (5 years)

Hd Vest Investment Services

2014 - 2019 (5 years)

Hd Vest Advisory Services

2014 - 2019 (5 years)

Hd Vest Insurance Agency Inc

2011 - 2014 (3 years)

Lpl Financial LLC

2011 - 2014 (3 years)

Genwealth Financial Advisors

*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 Terry Minton 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 Trutoro

David Derosa
Conway, AR
Robert Mikkelsen
Conway, AR
Ronald Bruton
Conway, AR
Terry Minton
Cabot, AR
David Butler
Cabot, AR
Townsend Phipps
Conway, AR
Joe Justus
Little Rock, AR
Daniel Dickerson
Conway, AR

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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