Patricia
Warner
Terril & Company
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About this Advisor
Patricia Warner is a financial advisor based in Saint Louis, Missouri, working with Terril & Company. Patricia has passed the Series 65 regulatory exam and is registered to provide services in Missouri and Texas. Currently, Patricia is part of Terril & Company, which operates out of Saint Louis, Missouri. The firm has 2 offices and 13 employees. The firm manages assets totaling $760.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Terril & Company includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Terril & Company Brokerage Details
$760,944,922
13
1,032
$737,350
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Disclosures
Please visit the SEC profile of Patricia Warner 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 Terril & Company
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 6/19/2024. 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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