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Daeyl Young Burrell

Carter, Terry & Company, Inc.

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About Daeyl Young Burrell

Daeyl Burrell is a financial advisor who has been working in the industry since 2002. Daeyl Burrell is currently registered with Carter, Terry & Company, Inc. in Georgia. Daeyl Burrell has previously worked for Janney Montgomery Scott LLC and Robert W. Baird & Co. Incorporated, among others. Daeyl Burrell holds Series 63, Series 10, Series 9, SIE, and Series 7 licenses. Daeyl Burrell specializes in individuals, corporations or other businesses, and pension and profit-sharing plans.

Firm Information

Daeyl Burrell is currently registered with Carter, Terry & Company, Inc.. Carter, Terry & Company, Inc. is a corporation headquartered in Atlanta, Georgia. Founded in March 1985, the firm offers a variety of investment advisory services, including portfolio management for individuals and selection of other advisors. They manage approximately $114.4 million in regulatory assets for a range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. The firm has a team of 41 registered representatives, 19 investment adviser representatives, and 5 licensed agents. They are registered with the SEC and in 49 states.
Carter, Terry & Company, Inc.

3060 PEACHTREE RD NW

ATLANTA, GA 30305

$114.42M

Assets Under Management

Not reported

Total Clients

31

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

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

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Daeyl Burrell’s Registration & Firm History

GA

11/09/2016 - Present

Carter, Terry & Company, Inc. (ATLANTA GA)

GA

12/04/2013 - 06/01/2016

JANNEY MONTGOMERY SCOTT LLC (ATLANTA GA)

GA

10/15/2009 - 12/05/2013

E*TRADE SECURITIES LLC (ALPHARETTA GA)

NJ

09/25/2012 - 06/14/2013

E*TRADE CLEARING LLC (JERSEY CITY NJ)

GA

10/16/2006 - 11/19/2008

ROBERT W. BAIRD & CO. INCORPORATED (ALPHARETTA GA)

GA

04/17/2002 - 11/07/2006

JANNEY MONTGOMERY SCOTT LLC (ATLANTA GA)

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Licenses & Designations

BC

Issued 07/02/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/10/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/20/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daeyl Young Burrell. Review regulatory record here.
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