Terry
Ledbetter
Kopion Asset Management, LLC
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About this Advisor
Terry Ledbetter is a financial advisor based in Mckinney, Texas, working with Kopion Asset Management, LLC. Terry has previously held a position at Kopion Asset Management, LLC. Terry has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Terry is part of Kopion Asset Management, LLC, which operates out of Mckinney, Texas. The firm has 2 employees and manages assets totaling $130.9 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Kopion Asset Management, LLC includes asset-based fees.
Certifications and Registrations
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Kopion Asset Management, LLC Brokerage Details
$130,909,984
2
15
$8,727,332
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Terry Ledbetter Work History
Kopion Asset Management, LLC
Disclosures
Please visit the SEC profile of Terry Ledbetter 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 Kopion Asset Management, LLC
Mckinney, TX
Mckinney, TX
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