Narsing
Kommireddi

Terra Wealth

CRD#3005007
Investment Advisor
in High Point, NC

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About this Advisor

Narsing Kommireddi is a financial advisor working out of High Point, North Carolina who has 1 year of industry experience. Kommireddi is currently employed by Terra Wealth. Over the course of their career, Kommireddi has held roles at Primerica Financial Services, Pfs Investments, Purshe Kaplan Sterling Investments and Terra Wealth Management, LLC. Kommireddi holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Tennessee. Terra Wealth is a registered investment business that has its headquarters in High Point, NC. The investment advisory business has offices in 25 locations and a total of 62 people on staff. It handles $167 million in assets under management across 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% belong to high-net-worth investors who have greater than $1 million in investable assets. Terra Wealth has a number of services, including 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 usually are based on which services are offered. Fees charged by Terra Wealth can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

400 West English Road Ste 215
High Point, NC 27262

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Terra Wealth Brokerage Details

Total Assets Under Management

$167,354,321

NC Average: $3,625,019,099
Total Number of Employees

62

NC Average: 22
Total Number of Accounts

1,648

NC Average: 1,917
Average Account Size

$101,550

NC Average: $1,890,985

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

Narsing Kommireddi Work History

Narsing has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Purshe Kaplan Sterling Investments

2022 - Present (2 years)

Terra Wealth Management, LLC

1998 - 2022 (24 years)

Primerica Financial Services

1998 - 2022 (24 years)

Pfs Investments

*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 Narsing Kommireddi 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

Marcus White
Wausau, WI
Michael Mcdonald
High Point, NC
Joseph Osborne
Murfreesboro, TN
Jacob Hunt
San Tan Valley, AZ
Richard Wilkinson
High Point, NC
Taylor Thompson
Mesa, AZ
Dillon Kazemi
High Point, NC
Jeffery Cole
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.

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