RM
Richard Michael Terry
CRD 4406407
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Merit Financial Partners Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (1)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Kiwanis International Inc | Secretary | — | 09/30/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Merit Financial Partners Llc
Chief Compliance Officer, Managing Member · 50% – 75% · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗