Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Gee is an experienced financial professional with over 35 years of experience in the industry. He has been actively registered as a Broker-Dealer and Investment Advisor representative in California since 2017. Terrence is currently affiliated with LPL Financial LLC, and Private Advisor Group, LLC, and he provides a wide range of financial services to individuals, families, businesses, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/03/2025 - Present
LPL Financial LLC (San Francisco CA)
CA
02/06/2017 - 04/17/2024
CROWN CAPITAL SECURITIES, L.P. (San Francisco CA)
CA
02/22/1995 - 02/03/2017
QUEST SECURITIES, INC. (SAN FRANCISCO CA)
CA
07/09/1984 - 02/22/1995
HUGH GEE & CO., INC. (SAN FRANCISCO CA)
NA
12/24/1987 - 04/20/1990
HUGH GEE AND DAUGHTER, INC.
BC
Issued 04/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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