Terry
Freeman
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Terry Freeman is a financial advisor based in Lebanon, Tennessee, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Terry has previously held positions at Liberty Common, Bar Louie, Nudies Honky Tonk, Scott And Sons Construction And Mechanical Services, Columbus Machine And Welding, Belmont University, First Command, First Command Brokerage Services, First Command Advisory Services, First Command Insurance Agent, Merrill Lynch, Pierce, Fenner & Smith Inc, Santo, and Bank Of America, N.A. Terry has passed the Series 66 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Terry is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Lebanon, Tennessee. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Terry Freeman Work History
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Santo
First Command Brokerage Services
First Command Advisory Services
First Command Insurance Agent
First Command
Liberty Common
Nudies Honky Tonk
Bar Louie
Belmont University
Scott And Sons Construction And Mechanical Services
Columbus Machine And Welding
Disclosures
Please visit the SEC profile of Terry Freeman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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