TB
TB
Tera Bishop
1 Year of Experience
Charleston, SC
1 DisclosureBroker
Tera Bishop is a registered investment advisor at Wells Fargo Advisors, based in Charleston, SC, with 1 years of industry experience. Tera is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
225 Seven Farms Dr, Ste 300, Charleston, SC, 29492
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2025Employment History
Current Registrations
Wells Fargo Advisors
April 2026 - Present · 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2026 - Present · 6 mos
Previous Registrations
Truist Advisory Services, INC.
June 2025 - September 2025 · 3 mos
Truist Investment Services, INC.Broker
January 2025 - September 2025 · 8 mos
State Registrations1 state
SC
AdvisorBrokerBoth
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
No exam information available for this advisor.
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