linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Robert Eckert

Terra Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Robert Eckert

Brian Eckert is an Investment Advisor Representative with Terra Wealth. Brian has been in the industry since July 2012. He has a Series 6, 63, 26, and 65 licenses. Brian's firm has approximately 340,742,000 dollars of assets under management and serves a variety of clients, including individuals, corporations, charities, and high net worth individuals. Brian's firm offers financial planning, selection of other advisers, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Brian Eckert is currently registered with Terra Wealth. Terra Wealth, headquartered in High Point, North Carolina, is an investment advisory firm with over 50 licensed agents and investment advisor representatives. They manage over $340 million in assets for individuals, high-net-worth individuals, and charitable organizations. Their services include financial planning, portfolio management, and selection of other advisors.
Terra Wealth

400 WEST ENGLISH ROAD

HIGH POINT, NC 27262

$340.74M

Assets Under Management

Not reported

Total Clients

38

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Eckert’s Registration & Firm History

NC

10/17/2022 - Present

Terra Wealth (HIGH POINT NC)

VA

07/30/2012 - 10/13/2022

PFS INVESTMENTS INC. (MIDLOTHIAN VA)

Not sure if Brian Robert Eckert is right for you?

Licenses & Designations

IA

Issued 06/02/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Robert Eckert.
Not sure if Brian Robert Eckert is right for you?