Cuaduana Terry
Cuaduana Terry is a registered investment advisor at Ameriprise Financial Services, LLC, based in Lake Ridge, VA, with 26 years of industry experience. Cuaduana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
12848 Harbor Dr, Ste 101, Lake Ridge, VA, 22192-2964
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Regulatory History (6)
Employment Separation After Allegations
June 2025Financial
April 2023Financial
August 2022Judgment / Lien
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.