Terrance Feeney
Terrance Feeney is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Corte Madera, CA, with 41 years of industry experience. Terrance is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
770 Tamalpais Dr Ste 400, Corte Madera, CA, 94925
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Regulatory History (1)
Customer Dispute
September 2009Other Business Activities
Terrance owns Terry Feeney Fine Art and sells fine art. This activity takes a few hours per week and is investment-related.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
First Jersey Securities, INC.Broker
State Registrations32 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.
Exams
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