James
May
Terra Wealth
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About this Advisor
James May is a financial advisor working in Lawrenceville, Georgia with a total of 1 year of relevant experience. May works at Terra Wealth. Throughout their career, May has worked at Pfs Investments Inc and Terra Wealth Management, LLC. May maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia. Terra Wealth is a registered investment firm based in High Point, NC. The company has offices in 25 locations and a total of 62 advisors. It handles $167 million in assets under management between its 1,648 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,648 client accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets. The firm has a number 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 for financial advice depend on which services the firm provides the client. Fees billed by Terra Wealth can include any blend 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
James May Work History
James has been registered as a financial advisor for 1 years.*
Terra Wealth Management, LLC
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 James May 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
High Point, NC
Phoenix, AZ
High Point, NC
Mesa, AZ
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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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.
