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Terra Jo Thurgood

THE Martin Worley Group

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About Terra Jo Thurgood

Terra Jo Thurgood is an investment advisor representative at The Martin Worley Group. Terra is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals and selection of other advisers. Terra has been with The Martin Worley Group since 2013. Prior to joining The Martin Worley Group, Terra worked at KCG Securities, LLC and United Planners' Financial Services of America A Limited Partner. Terra holds the Series 66 and Series 7 licenses.

Firm Information

Terra Thurgood is currently registered with THE Martin Worley Group. THE Martin Worley Group is an investment advisor headquartered in COTTONWOOD HEIGHTS, UT. The firm provides financial planning, pension consulting, and selection of other advisors services to individuals, high-net-worth individuals, corporations, and charitable organizations. THE Martin Worley Group has approximately $312,531,214 in regulatory assets under management.
THE Martin Worley Group

6965 UNION PARK CENTER

COTTONWOOD HEIGHTS, UT 84047

$312.53M

Assets Under Management

Not reported

Total Clients

5

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Terra Thurgood’s Registration & Firm History

UT

02/10/2015 - Present

THE Martin Worley Group (COTTONWOOD HEIGHTS UT)

UT

01/03/2011 - 12/04/2013

KCG SECURITIES, LLC (FARMINGTON UT)

UT

12/08/2006 - 12/31/2010

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (FARMINGTON UT)

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Licenses & Designations

BOTH

Issued 03/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/07/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terra Jo Thurgood.
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