Terry Grambo
Terry Grambo is a registered investment advisor at Cetera Investment Advisers LLC, based in Longview, WA, with 31 years of industry experience. Terry is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1339 Commerce Ave Ste 207, Longview, WA, 98632
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Regulatory History (1)
Customer Dispute
June 2004Other Business Activities
Terry operates under a DBA for financial services, dedicating a full-time amount of time to this activity. He is also a partner in Mandatory LLP, a media company, spending minimal time creating online training materials and provides notarial services to clients.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
State Registrations18 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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