Tag: Tim Terry
World Trend Financial, TLD acquired by Illinois wealth group
Savant Wealth Management, a nationally recognized, fee-only registered investment adviser, has acquired World Trend Financial and Terry Lockridge & Dunn, both located in Cedar...
Is new ‘Best Interest’ standard better for investment sales?
By Dave DeWitte
dave@corridorbusiness.com
Broker-dealers in the securities industry face a new layer of regulation from the Securities and Exchange Commission this month aimed at protecting...
Terry, Lockridge & Dunn plans move to Town Center
By Dave DeWitte
dave@corridorbusiness.com
CEDAR RAPIDS—Terry, Lockridge & Dunn and World Trend Financial plan to leave their 38-year home in the Dows Building this fall for...