William
Ogles
Terra Wealth
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About this Advisor
William Ogles is a financial advisor who works out of Beechgrove, Tennessee with 1 year of relevant experience. Ogles is on the advisory team at Terra Wealth. During their career, the advisor has held roles at Primerica Financial Services, Pfs Investments Inc, Purshe Kaplan Sterling Investments and Terra Wealth Management, LLC. Ogles holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Tennessee. Terra Wealth is a financial advisory firm based in High Point, NC. The company has offices in 25 locations and a total of 62 employees. It oversees $167 million in assets between its 1,648 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,648 customer accounts, just 3% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically are based on which services the firm provides the client. However, fees charged by Terra Wealth can consist of any combination 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
William Ogles Work History
William has been registered as a financial advisor for 1 years.*
Purshe Kaplan Sterling Investments
Terra Wealth Management, LLC
Pfs Investments Inc
Primerica Financial Services
*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 William Ogles 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
Murfreesboro, TN
Wausau, WI
High Point, NC
Mesa, AZ
Phoenix, AZ
High Point, NC
High Point, NC
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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