Terrence Gee
Terrence Gee is a registered investment advisor at Private Advisor Group, LLC, based in San Francisco, CA, with 41 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
598 Bosworth St Ste 1, San Francisco, CA, 94131
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2010Customer Dispute
June 1994Customer Dispute
April 1994Other Business Activities
Terrence operates Juno Private Wealth as a DBA for his LPL business and provides investment advisory services through Private Advisor Group. These activities are investment-related and take up nearly all of Terrence's time.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Crown Capital Securities, L.P.Broker
Crown Capital Securities, L.P.
Quest Securities, INC.
Quest Securities, INC.Broker
Hugh Gee and Daughter, INC.Broker
Hugh Gee & CO., INC.Broker
State Registrations6 states
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.