Kevin Terao is a CFA, CFP-designated registered investment advisor at Wells Fargo Advisors, based in Redondo Beach, CA, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
322 Vista Del Mar, Redondo Beach, CA, 90277
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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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Kevin has a 50% ownership stake in Premier Strategic Capital Inc. (DBA Riviera Wealth Management), commercial rental property, and 322 VDM LLC. These activities are investment-related and require minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Triad Advisors, INC.
Triad Advisors, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
State Registrations25 states
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