ADVISOR BIO

Terri Detre is a financial advisor with over 27 years of experience in the industry. Terri is currently registered with Wells Fargo Clearing Services, LLC in California and Texas. Terri has held previous registrations with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Terri is a Series 7 and Series 63 licensed professional. Terri is also a licensed Notary Public.

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ADVISOR BIO

Terri Ann McGray is a financial advisor who has been in the industry for over 25 years. Terri is registered with Longevity Capital Management. Terri Ann McGray provides investment consulting services, financial planning, pension consulting, and portfolio management for individuals and businesses. Terri is a Certified Financial Planner™.

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ADVISOR BIO

Terri Clemons is a financial advisor with D.a. Davidson & Co., with over 20 years of experience in the financial services industry. Terri holds the Series 7, Series 63 and SIE licenses. Terri is registered to provide financial advice in 30 states and the District of Columbia, specializing in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Before joining D.a. Davidson & Co., Terri has held positions at several other firms including LPL Financial LLC, Park Avenue Securities LLC, Securities America, Inc., EPLANNING SECURITIES, INC., E*TRADE CLEARING LLC, Wells Fargo Investments, LLC, and Wells Fargo Van Kasper, LLC.

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ADVISOR BIO

Terri Anne Hughes is a financial advisor with over 18 years of experience. Terri is currently registered with Crux Wealth Advisors. Terri has been in the financial services industry since 2005. Terri also previously worked at Raymond James Financial Services, Inc. and Ameriprise Financial Services, Inc.

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ADVISOR BIO

Terri Lane is a financial professional with over 30 years of experience in the financial services industry. Terri is currently registered with Wells Fargo Clearing Services, LLC and has held prior positions with MORGAN STANLEY and UBS Financial Services Inc.. Terri holds Series 7, 9, 10, 63 and 65 licenses and is registered in 31 states for securities and in 2 states for investment advisory services.

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ADVISOR BIO

Terri Grassi is a registered Investment Advisor Representative with RAI Wealth Management. Terri has been in the financial industry since 1998 and is licensed in California and Texas. Terri is a certified public accountant with extensive experience in providing financial planning, portfolio management, and consulting services to both individuals and businesses.

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ADVISOR BIO

Terri L. Steffner is an investment advisor representative with Raymond James & Associates, Inc. located in Beverly Hills, CA. Terri has been in the industry since 2007 and has a Series 63, Series 66, and Series 7 license. Terri previously worked with Morgan Stanley and Citigroup Global Markets Inc. Terri's experience and expertise in the financial services industry make her a valuable resource for individuals and businesses seeking investment advice.

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ADVISOR BIO

Terri Greenfield is a financial professional with over 20 years of experience in the industry. Terri is currently registered with Stifel, Nicolaus & Company, Inc. in Newport Beach, CA. Prior to joining Stifel, Nicolaus & Company, Inc., Terri was registered with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Terri is licensed to provide investment advice and services in numerous states. Terri specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Terriann Kreder is a financial advisor currently registered with LPL Financial LLC. Terriann has been in the industry since April 12, 2002. Before joining LPL Financial LLC, Terriann worked at Stifel, Nicolaus & Company, Incorporated, Raymond James Financial Services, Inc., and Edward Jones. Terriann specializes in providing financial advice to a wide range of clients, including individuals, corporations, and charitable organizations. Terriann is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Terrie Lynn Fuentes is a financial advisor with over 20 years of experience in the industry. Terrie has been registered with Wells Fargo Clearing Services, LLC since January 2011 and has also held previous positions at Wells Fargo Investments, LLC and Pruco Securities Corporation. Terrie holds multiple licenses, including Series 6, 7, 63 and 65, as well as the SIE exam. Terrie specializes in providing financial planning, portfolio management and investment consulting services to individual and institutional clients.

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