Gayle Terry is a registered investment advisor at U.S. Capital Wealth Advisors, LLC, based in Austin, TX, with 40 years of industry experience. Gayle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,460 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USCWA is primarily compensated through asset-based fees, which are a percentage of the assets they manage for you. These fees generally range from 0.75% to 2.0% and are negotiable. The exact fee depends on factors like the amount of assets, the services you select, and the complexity of your portfolio. Some accounts are billed monthly based on the average daily balance, while others are billed quarterly based on quarter-end values. If external managers are used, there will usually be additional fees.
Location
300 West 6th Street, Suite 1900, Austin, TX, 78701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Gayle is a registered representative with USCA Securities, LLC since 2017 and a financial advisor with US Capital Wealth Advisors, LLC since 2021. Both roles are investment-related and require minimal time each month.
Employment History
Current Registrations
U.S. Capital Wealth Advisors, LLC
Usca Securities LLCBroker
Previous Registrations
Usca RIA LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
Dean Witter Reynolds INC.Broker
Rotan Mosle INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations13 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.