Cuaduana Terry
Cuaduana Terry is a registered investment advisor at Ameriprise Financial Services, LLC, based in Lake Ridge, VA, with 27 years of industry experience. Cuaduana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
12848 Harbor Dr, Ste 101, Lake Ridge, VA, 22192-2964
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Regulatory History (5)
Employment Separation After Allegations
June 2025Financial
April 2023Financial
August 2022Financial
July 2020Financial
August 2017Other Business Activities
Cuaduana is an independent travel agent consultant for Inteletravel/Plannet Marketing, booking travel for friends and family since 2022. This activity takes minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations12 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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