Brian Terry, CFP® Blue Marlin Advisors, LLC
- 941 West Morse Blvd Ste 100, Winter Park, FL 32789
- (407) 670-5045
About Brian Terry, CFP®
Brian obtained his Certified Financial Planner (CFP) designation in December 4, 1992. He owned and operated a Fee-only practice in Charlotte, NC for 7 years before moving back to Winter Park, Florida.
During his career, he worked and supported the Fee-Only model and was able to assist his clients in the areas of investments, retirement, insurance, and estate planning. By adopting a Fiduciary relationship with his clients, he was able to ensure that all recommendations were in the clients best interest.
He has a BS in Business Administration from The University of Central Florida and a MBA from Keller University. Brian is active in the stock market and primarily trades ETFs, stocks, and options. He enjoys reading, traveling, and staying physically active.
- Investment Planning & Management
- Portfolio Management
- Wealth Management
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Quarterly Fee: $625+/qtr
- Flat Fee: $2500+/engagement
- Hourly Fee: $175+/hr
- Assets Under Management: 1.00%