Ali
Terry
City National Rochdale
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About this Advisor
Ali Terry is a financial advisor based in Houston, Texas, working with City National Rochdale. Ali has previously held positions at Hourglass Capital, LLC, City National Rochdale, Aig Investments, and Homemaker. Ali has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Ali is part of City National Rochdale, which operates out of Houston, Texas. The firm has 9 offices and 220 employees. The firm manages assets totaling $60.1 billion 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 investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at City National Rochdale includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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City National Rochdale Brokerage Details
$60,065,620,722
220
43,108
$1,393,375
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Ali Terry Work History
City National Rochdale
Homemaker
Aig Investments
Hourglass Capital, LLC
Disclosures
Please visit the SEC profile of Ali Terry 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 City National Rochdale
Auburn, AL
San Francisco, CA
Irvine, CA
Beverly Hills, CA
New York, NY
New York, NY
New York, NY
New York, NY
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