Terry Deever is a CFP-designated registered investment advisor, based in Camarillo, CA, with 20 years of industry experience.
Location
340 Rosewood Ave., Suite C, Camarillo, CA, 93010
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Terry owns Terry Deever CPA; An Accountancy Corporation, providing tax preparation and planning services. Terry also works with Accentrix Solutions LLC and Accentrix Advisors, LLC, and is an IAR with TCFG Investment Advisor, LLC, and an agent with TCFG Insurance Solutions Insurance, selling life and indexed insurance products.
Employment History
Current Registrations
Tcfg Wealth Management, LLC
Tcfg Investment Advisors, LLC
Tcfg Wealth Management, LLCBroker
Previous Registrations
Colorado Financial Service Corporation
Colorado Financial Service CorporationBroker
Securities America, INC.Broker
Securities America Advisors, INC.
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Lighthouse Capital CorporationBroker
State Registrations8 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.