Terry
Deever
Tcfg Investment Advisors, LLC
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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
Services Offered
Fee Structure
Office Location
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Tcfg Investment Advisors, LLC Brokerage Details
$506,774,284
25
2,441
$207,609
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Terry Deever Work History
Tcfg Investment Advisors, LLC
Tcfg Wealth Management, LLC
Terry D. Deever, Cpa
Colorado Financial Service Corporation
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
Canton, OH
Laguna Niguel, CA
Laguna Niguel, CA
Camarillo, CA
Laguna Niguel, CA
La Habra, CA
Manitowoc, WI
Laguna Niguel, CA
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