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Terry Donald Deever

Tcfg Investment Advisors, LLC

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About Terry Donald Deever

Terry Donald Deever is a financial professional with over 18 years of experience in the financial services industry. Terry has a strong background in tax preparation and planning, and business consulting. Terry holds the Series 7, Series 63, and Series 65 licenses and is a Certified Financial Planner. Terry is currently registered with Tcfg Investment Advisors, LLC and is also registered with the state of California, Colorado, North Carolina, and Washington as an Investment Advisor Representative.

Firm Information

Terry Deever is currently registered with Tcfg Investment Advisors, LLC. Tcfg Investment Advisors, LLC is a registered investment advisor located in Laguna Niguel, CA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Tcfg Investment Advisors, LLC manages approximately $506,774,284 in assets. The firm has 24 employees, including 11 licensed agents and 22 registered representatives.
Tcfg Investment Advisors, LLC

28202 CABOT RD

LAGUNA NIGUEL, CA 92677

$506.77M

Assets Under Management

Not reported

Total Clients

26

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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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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percentage of assets

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

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Terry Deever’s Registration & Firm History

CA

06/20/2016 - Present

Tcfg Investment Advisors, LLC (Camarillo CA)

CA

10/03/2012 - 06/20/2016

COLORADO FINANCIAL SERVICE CORPORATION (CAMARILLO CA)

CA

03/02/2012 - 10/18/2012

SECURITIES AMERICA, INC. (CAMARILLO CA)

CA

11/29/2010 - 03/08/2012

SUMMIT BROKERAGE SERVICES, INC. (CHATSWORTH CA)

CA

06/07/2005 - 12/01/2010

LIGHTHOUSE CAPITAL CORPORATION (CHATSWORTH CA)

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Licenses & Designations

IA

Issued 01/13/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/05/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry Donald Deever.
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