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Danny Ray Tervol

Andrew Garrett Inc.

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About Danny Ray Tervol

Danny Ray Tervol is a registered investment advisor representative with Andrew Garrett Inc. Danny has been in the industry for 26 years and is licensed in 20 states. Danny's firm manages over $470 million in assets for clients across various investment categories. Danny specializes in financial planning and portfolio management for both individuals and other investment advisors.

Firm Information

Danny Tervol is currently registered with Andrew Garrett Inc.. Andrew Garrett Inc. is a corporation registered with the SEC and in all 50 states, as well as Puerto Rico. Formed in 2006, the firm provides financial planning, selection of other advisors, and portfolio management for individuals. They have a wrap fee program and specialize in serving high-net-worth individuals and other individuals. The firm has over 470 million in regulatory assets under management and manages over 1,100 accounts.
Andrew Garrett Inc.

52 VANDERBILT AVE

NEW YORK, NY 10017

$470.14M

Assets Under Management

1,161

Total Clients

21

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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financial planning services

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

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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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fixed fees

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

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percentage of assets

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

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Danny Tervol’s Registration & Firm History

MO

02/15/2017 - Present

Andrew Garrett Inc. (SPRINGFIELD MO)

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Licenses & Designations

BOTH

Issued 02/09/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Danny Ray Tervol.
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