Terra
Penner
Disciplined Investors, L.L.C
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About this Advisor
Terra Penner is a financial advisor based in Waco, Texas, working with Disciplined Investors, L.L.C. Terra has previously held positions at Homemaking, Discover Durham, Visit Anchorage, Visit Austin (Austin Convention And Visitors Bureau), White House Black Market, and Disciplined Investors. Terra has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Terra is part of Disciplined Investors, L.L.C, which operates out of Waco, Texas. The firm has 7 employees and manages assets totaling $577.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Disciplined Investors, L.L.C includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Disciplined Investors, L.L.C Brokerage Details
$577,339,675
7
1,378
$418,969
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Terra Penner Work History
Disciplined Investors
Homemaking
Discover Durham
Visit Anchorage
Visit Austin (Austin Convention And Visitors Bureau)
White House Black Market
Disclosures
Please visit the SEC profile of Terra Penner 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 Disciplined Investors, L.L.C
Waco, TX
Waco, TX
Waco, TX
Waco, TX
Waco, TX
Waco, TX
Waco, TX
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