Raymond James Financial Services Advisors
40yrs
Top advisor by experience in Meridian
24yrs
Terrell Temple
Financial advisor at Stifel, Nicolaus & Company
Based in Meridian, Mississippi, Terrell Temple is a fiduciary financial advisor with 24 years of industry experience. Terrell has been with Stifel, Nicolaus & Company since 2009; before that, Terrell spent seven years at UBS Financial Services. Stifel, Nicolaus & Company offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and commissions.
One of 32 advisors with offices in Meridian, and one of 31 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
Office905 22nd Avenue Suite 100, Meridian, MS 39301
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2002 – 2009UBS Financial Services Inc.Previously
Questions to ask Terrell
Tailored to Terrell’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Terrell
How do I contact Terrell?
Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Terrell Temple. Terrell works from the Meridian, MS office.
How long has Terrell been a financial advisor?
Terrell has been in the industry since 2002, about 24 years. More experience than 70% of advisors nationwide.
What licenses does Terrell hold?
Series 66. Tap any license on this page to see what it allows.
Is Terrell a fiduciary?
Terrell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Terrell paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Terrell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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