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Gary Teran

Raymond James Financial Services Advisors, INC
43 Years of Experience
Holladay, UT
1 DisclosureBroker
View SEC Summary
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Gary Teran is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Holladay, UT, with 43 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6405 South 3000 East, Suite 250, Holladay, UT, 84121

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2007
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gary refers branch clients to C Riley Bookkeeping LLC, spending minimal time on this activity. Gary is also the owner, financial advisor, and CEO of First Western Advisors, dedicating about half of his time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2019 - Present · 7 yrs 1 mo
Raymond James Financial Services, INC.Broker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
First Western Advisors
January 1995 - October 2019 · 24 yrs 9 mos
First Western AdvisorsBroker
June 1984 - February 2020 · 35 yrs 8 mos
Kidder, Peabody & CO. IncorporatedBroker
November 1982 - May 1984 · 1 yr 6 mos
State Registrations47 states
AKALARAZCACODEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRSCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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