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Korey John Doucette

Terra Wealth

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About Korey John Doucette

Korey Doucette is an investment advisor representative associated with Terra Wealth in Flagstaff, AZ. Korey has been a registered representative since January 4, 1994, and an investment advisor representative since September 23, 2022. Korey holds Series 6, Series 63, Series 26, and Series 65 licenses. Korey Doucette is a highly experienced investment advisor representative with a focus on financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Korey Doucette 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.

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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 businesses

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

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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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Korey Doucette’s Registration & Firm History

AZ

09/23/2022 - Present

Terra Wealth (FLAGSTAFF AZ)

AZ

01/05/1994 - 09/19/2022

PFS INVESTMENTS INC. (FLAGSTAFF AZ)

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Licenses & Designations

IA

Issued 04/20/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/04/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/24/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Korey John Doucette.
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