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Tercel Cameron West

Favor Wealth Advisors, LLC

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About Tercel Cameron West

Tercel Cameron West is a financial advisor with Favor Wealth Advisors, LLC in Glendale, CA. Tercel has been in the financial industry since 2016 and has a Series 66 and Series 7 license, as well as the SIE. Tercel's previous experience includes working for Edward Jones. Tercel currently works with individual investors, high net worth individuals, and pension and profit sharing plans.

Firm Information

Tercel West is currently registered with Favor Wealth Advisors, LLC. Favor Wealth Advisors, LLC is a financial advisor with 1 licensed agent and 2 investment adviser representatives. The firm manages $75,085,272 in discretionary assets for 539 clients. They offer financial planning, pension consulting, and portfolio management for individuals. The firm's client base primarily consists of individuals, both high net worth and others. They also have a smaller number of pension and profit sharing plans.

$75.09M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tercel West’s Registration & Firm History

CA

02/05/2025 - Present

Favor Wealth Advisors, LLC (PASADENA CA)

CA

05/04/2016 - 09/12/2018

EDWARD JONES (BEVERLY HILLS CA)

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Licenses & Designations

BOTH

Issued 05/27/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/12/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tercel Cameron West.
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