Terrence Jude Heil
Investment adviser representative at United Advisor Group
18 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- United Advisor GroupOct 2025 to now
- United Advisor Group dba Capital T PartnersSep 2025 to now
- Talkbackfans, LLCApr 2017 to now
- Gross Investments LLCNov 2020 to Jun 2022
- Amfg Wealth Management LLCSep 2019 to Nov 2020
- Westpoint Wealth Management, LLCMar 2019 to Sep 2025
- Cetera Advisor Network LLCMar 2019 to Sep 2019
- UnemployedOct 2018 to Mar 2019
- Wells Fargo AdvisorsJul 2008 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (OH).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2277398
- Firm CRD
- 324205