Terry
Deever

Tcfg Investment Advisors, LLC

CRD#4215379
Investment Advisor
in Camarillo, CA

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About this Advisor

Terry Deever is a financial advisor based in Camarillo, California, working with Tcfg Investment Advisors, LLC. Terry has previously held positions at Terry D. Deever, Cpa, Tcfg Investment Advisors, LLC, Colorado Financial Service Corporation, and Tcfg Wealth Management, LLC. Terry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, North Carolina, and Washington. Currently, Terry is part of Tcfg Investment Advisors, LLC, which operates out of Camarillo, California. The firm has 19 offices and 25 employees. The firm manages assets totaling $506.8 million and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Tcfg Investment Advisors, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

340 Rosewood Ave., Suite C
Camarillo, CA 93010

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Tcfg Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$506,774,284

CA Average: $7,578,581,321
Total Number of Employees

25

CA Average: 43
Total Number of Accounts

2,441

CA Average: 3,727
Average Account Size

$207,609

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Terry Deever Work History

2016 - Present (8 years)

Tcfg Investment Advisors, LLC

2016 - Present (8 years)

Tcfg Wealth Management, LLC

2005 - Present (19 years)

Terry D. Deever, Cpa

2012 - 2016 (4 years)

Colorado Financial Service Corporation

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Disclosures

Please visit the SEC profile of Terry Deever to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tcfg Investment Advisors, LLC

Don Dumas
Laguna Niguel, CA
Robert Milan
Canton, OH
Tommy Fausett
Laguna Niguel, CA
Willy Tan
La Habra, CA
Steven King
Laguna Niguel, CA
Michael Herlevi
Laguna Niguel, CA
Alysia Lindberg
Camarillo, CA
Michael Halla
Manitowoc, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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