TP
Terry Pat Mcdaniel
CRD 326572
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Terry Mcdaniel & Company | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Terry Mcdaniel & Company
Chairman · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗