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Brett Elliott Terrell

Terrell Financial Group

Metairie, LA

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Current Employers
Terrell Financial Group

3045 Ridgelake Drive Suite 301, Metairie, LA 70002 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2008-11-06
  • LA RA
    APPROVED
    Since 2008-11-06

Branch Locations

3045 Ridgelake Drive Suite 301, Metairie, LA 70002 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Terrell Financial Group Metairie LA 08/2008 Present
Asset Protection Specialties, Llc Metairie LA 02/2008 Present
  • 08/2008 → Present
    Terrell Financial Group
    Metairie, LA
  • 02/2008 → Present
    Asset Protection Specialties, Llc
    Metairie, LA
Other Businesses

ASSET PROTECTION SPECIALTIES, LLC; INVESTMENT RELATED; METAIRIE, LA; INSURANCE PRODUCTS SALES AND SERVICES; INSURANCE AGENT/OWNER; FEBRUARY 2008; APPROXIMATELY 25% OF TIME SPENT ON THIS ACTIVITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-19
  • S65 Uniform Investment Adviser Law Examination
    2008-02-19

View on SEC IAPD

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