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Terra Ashley Allen

Realta Equities, Inc.

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About Terra Ashley Allen

Terra Allen is a registered representative with Realta Equities, Inc. Terra has been in the industry since March 8, 2024. Terra holds Series 7TO, Series 99TO and Series 63 licenses. Terra has been registered in California since August 26, 2024.

Firm Information

Terra Allen is currently registered with Realta Equities, Inc.. Realta Equities, Inc. is a Corporation formed on January 24, 1989. The firm is registered in 52 states and is also SEC-registered.

Not reported

Assets Under Management

Not reported

Total Clients

56

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.

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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Terra Allen’s Registration & Firm History

CA

03/09/2024 - Present

Realta Equities, Inc. (San Diego CA)

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Licenses & Designations

BC

Issued 08/22/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/22/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/08/2024

Series 99TO - Operations Professional Examination

BC

Issued 09/05/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terra Ashley Allen.
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