Brian Terry, CFP® Blue Marlin Advisors, LLC

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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.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Investment Planning & Management
  • Portfolio Management
  • Wealth Management

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Quarterly Fee: $625+/qtr
  • Flat Fee: $2500+/engagement
  • Hourly Fee: $175+/hr
  • Assets Under Management: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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