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John Wells Mcdaniel

Terry Mcdaniel & Company

Austin, TX

CRD 6060856

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Employer firm

Terry Mcdaniel & Company CRD 104732

$1.92B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Terry Mcdaniel & Company

2630 Exposition Blvd Ste 300, Austin, TX 78703 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-05-22
  • TX RA
    APPROVED
    Since 2012-05-22

Branch Locations

2630 Exposition Blvd Ste 300, Austin, TX 78703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Terry Mcdaniel & Company Austin TX 07/1998 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Offices

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