Terri Detre
Terri Detre is a registered investment advisor at Raymond James & Associates, INC., based in Walnut Creek, CA, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2999 Oak Road Suite 1030, Walnut Creek, CA, 94597
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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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Terri is a notary public in Martinez, CA, since 2016. This activity requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations24 states
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