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Chad Terry
from Legacy Financial Group
Chad Terry is a financial advisor based in Iowa, Des Moines,
with 26 years of experience. Chad currently works for
Legacy Financial Group.
Chad maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Chad Terry works at Legacy Financial Group
Legacy Financial Group is a financial advisory firm based in Des Moines, Iowa. It currently has approximately $726,274,366 of assets under management and employs about 18 people. Legacy Financial Group uses a fee structure of a percentage of assets under your management, hourly charges and financial education program fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
13 years
Fee structure
A percentage of assets under your management, hourly charges and financial education program fees
Office location
6000 Grand Avenue, Suite B, Des Moines, Iowa, 50312
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