ADVISOR BIO

Terrie Rudolph is a financial professional with over 30 years of experience in the industry. Terrie is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Newport Beach, CA and has previously been registered with WM Financial Services, Inc., ASB Financial Services, and Dean Witter Reynolds Inc. Terrie is licensed in a variety of states and holds several industry licenses, including Series 7, Series 24, and Series 66. Terrie offers a range of services to individuals, businesses, and institutions.

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ADVISOR BIO

Terrie Slaten is a financial advisor at Slaten Wealth Management with over 30 years of experience in the industry. Terrie has experience with several firms throughout her career. Terrie currently provides financial advice to individuals and has experience with managing the investments of a variety of clients. Terrie is registered as an investment advisor representative in California.

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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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ADVISOR BIO

Terrill Smith is a financial advisor at Wells Fargo Clearing Services, LLC in Torrance, California. Terrill has been in the industry since 2008 and has experience working with a variety of clients, including individuals, businesses, and institutions. Terrill is registered with FINRA and holds the Series 7, Series 66, and SIE licenses.

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ADVISOR BIO

Terry Duhamel is a financial advisor with over 30 years of experience in the industry. Terry is registered with Planmember Securities Corp. and has held previous roles at Veritrust Financial, LLC, Aragon Financial Services, Inc., PaineWebber Incorporated, BA Investment Services, Inc., and The Prudential Insurance Company of America. Terry is a Series 6, 7, 63, and 65 licensed advisor and is registered with the state of California and several other states. Terry has been a Registered Representative for Planmember Securities since October 2013. Terry specializes in providing investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Terry Feil is an investment advisor representative at Avisen Advisors, LLC. Terry has been in the industry since February 2, 1977, and holds both Series 63 and Series 65 licenses. Terry is registered in multiple states and has experience with a variety of clients including high net worth individuals, individuals other than high net worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Terry specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, and Selection of Other Advisors.

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ADVISOR BIO

Terry J Ward is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., registered in California. Terry has been in the financial services industry since 2010 and has a Series 66, Series 31 and Series 7 license. Terry provides a variety of financial services including portfolio management for businesses and individuals, as well as pension consulting.

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ADVISOR BIO

Terry Michael Brown is a financial advisor with Commonwealth Financial Network, registered with the state of California and licensed since 2009. Terry has over 20 years of experience in the financial services industry, and has been a Certified Financial Planner™ since 2000. Terry has been with Commonwealth Financial Network since 2009 and has a wide range of experience serving clients in the areas of financial planning, portfolio management, and retirement planning. Prior to joining Commonwealth Financial Network, Terry worked for UBS Financial Services Inc. and American Express Financial Advisors Inc. In addition to Terry's financial services experience, Terry also has experience in insurance sales and is a vocal soloist. Terry's specializations include: Retirement Planning, Education Planning, Insurance Planning, Estate Planning, and Business Planning.

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ADVISOR BIO

Terry Lee Kerr is a financial advisor registered with McManus Cooper. Terry has been in the financial services industry for 26 years. Terry specializes in working with individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Terry is currently registered with the state of California and Texas and has also been previously registered with Nevada and South Dakota. Terry has experience with a variety of financial products and services, including financial planning, portfolio management, and investment advisory services. In addition to McManus Cooper, Terry has held previous positions with Securities America, Inc., CETERA ADVISOR NETWORKS LLC and Cambridge Investment Research, Inc..

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Terry McKee is a registered representative with Morgan Stanley in Palo Alto, California. Terry McKee has been in the industry since February 14, 2006. Terry McKee is licensed in California and has held licenses with CITIGROUP GLOBAL MARKETS INC., PAINEWEBBER INCORPORATED and Morgan Stanley. Terry McKee's professional designations include Series 7, Series 31, Series 63, Series 66 and SIE.

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