Conard Brent Terrell
Investment adviser representative at Redstone Wealth Management, LLC
16 yearsExperience
2 statesRegistered in
$187.7MFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Redstone Wealth Management, LLCJul 2017 to now
- LPL Financial, LLCOct 2018 to Nov 2021
- AXA Advisors, LLCNov 2010 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Redstone Wealth Management, LLC
$187.7MAssets managed
602Clients
4Advisers
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
- 5109982
- Firm CRD
- 311525