Terrell and Associates
Likely to Engage tag.Highly Engaged Employees

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

625 W College St, Lake Charles, Louisian...

Phone Number

(337) 474-4025

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Terrell and Associates

Terrell and Associates, LLC is a financial advisory firm based in Lake Charles, Louisiana, specializing in a range of services including retirement planning, investment management, life insurance, estate planning, and small business planning. With over 40 years of experience, the firm is dedicated to providing personalized financial solutions to clients at various life stages, from starting a family to planning for retirement. Their team of independent financial advisors focuses on working for the clients' best interests rather than institutional agendas. Terrell and Associates aims to empower clients with the resources and information needed to achieve their financial goals.Explore more
Terrell and Associates's Social MediaPopular SearchesTerrell and Associates LLCTerrell & Associates LLCTerrell & AssociatesTerrell Associates LLCB Terrell LLCSIC Code 62,628NAICS Code 52,523Show more

Terrell and Associates Org Chart

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RS
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Team Member

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HK
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Senior Manager, Operations

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RH
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Team Member

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MH
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Team Member

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AT
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Associate

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PT
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Partner

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GA
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Financial Advisor

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Company Name

Revenue

Number of Employees

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Top Executive

Terrell and Associates

<$5M
1-10
Private
-
2006
RS
Rhea ShieldsTeam Member
<$5M
1-10
Private
-
-
CE
Curtis ElOwne & Private Wealth Advisor
<$5M
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-
2008
JS
Jeffrey SpencerManaging Partner and Financial Advisor
<$5M
1-10
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-
-
JC
June ChowLpl Financial Advisor
<$5M
1-10
Private
-
1985
PH
Patrick HerkertFinancial Advisor
<$5M
1-10
Private
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-
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Terrell and Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Terrell and Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Terrell and Associates.

Terrell and Associates Tech Stack

A closer look at the technologies used by Terrell and Associates

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Frequently Asked Questions Regarding Terrell and Associates

What is Terrell and Associates's official website?
Terrell and Associates's official website is www.terrellandassociates.com
What is Terrell and Associates's Revenue?
Terrell and Associates's revenue is <$5 Million
What is Terrell and Associates's SIC code?
Terrell and Associates's SIC: 62,628
What is Terrell and Associates's NAICS code?
Terrell and Associates's NAICS: 52,523
How many employees does Terrell and Associates have?
Terrell and Associates has 1-10 employees
What industry does Terrell and Associates belong to?
Terrell and Associates is in the industry of: Finance, Securities Trading
What is Terrell and Associates competition?
Terrell and Associates top competitors include: Broadridge Investor Communication Solutions, El Wealth Advisors, Herkert & Associates, Perennial Wealth Management
What technology does Terrell and Associates use?
Some of the popular technologies that Terrell and Associates uses are: reCAPTCHA, Cloudflare Website Optimization, JQuery 1.11.1, Adwerx
How do I contact Terrell and Associates?
Terrell and Associates contact info: Phone number: (337) 474-4025 Website: www.terrellandassociates.com
What does Terrell and Associates do?

Terrell and Associates, LLC is a financial advisory firm based in Lake Charles, Louisiana, specializing in a range of services including retirement planning, investment management, life insurance, estate planning, and small business planning. With over 40 years of experience, the firm is dedicated to providing personalized financial solutions to cl... ients at various life stages, from starting a family to planning for retirement. Their team of independent financial advisors focuses on working for the clients' best interests rather than institutional agendas. Terrell and Associates aims to empower clients with the resources and information needed to achieve their financial goals.Read More

What are Terrell and Associates social media links?
Terrell and Associates Facebook page
Is Terrell and Associates a public company?
Terrell and Associates is private company therefore does not currently have an official ticker symbol
See more information about Terrell and Associates

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