Charlotte
Teruya-Westcott
The Retirement Planning Group, LLC
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About this Advisor
Charlotte Teruya-Westcott is a financial advisor based in Overland Park, Kansas, working with The Retirement Planning Group, LLC. Charlotte has previously held positions at Lee Financial Group Hawaii, Inc, Charlotte Teruya Cpa, Lee Financial Securities, Inc, Lee Financial Recordkeeping, Inc, and The Retirement Planning Group. Charlotte has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Hawaii, Kansas, and Texas. Currently, Charlotte is part of The Retirement Planning Group, LLC, which operates out of Overland Park, Kansas. The firm has 4 offices and 29 employees. The firm manages assets totaling $2.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at The Retirement Planning Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Retirement Planning Group, LLC Brokerage Details
$2,005,112,327
29
6,979
$287,307
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Charlotte Teruya-Westcott Work History
The Retirement Planning Group
Lee Financial Group Hawaii, Inc
Lee Financial Securities, Inc
Lee Financial Recordkeeping, Inc
Charlotte Teruya Cpa
Disclosures
Please visit the SEC profile of Charlotte Teruya-Westcott 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 The Retirement Planning Group, LLC
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
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