Terry Feil is a registered investment advisor, based in Sacramento, CA, with 49 years of industry experience.
Location
3620 American River Drive, Suite 145, Sacramento, CA, 95864
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Regulatory History
Clean regulatory record
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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Terry is an investment advisor representative (IAR) at Avisen Advisors, LLC since 2002, working as a portfolio manager. This investment-related activity takes about a quarter of his time.
Employment History
Current Registrations
Avisen Wealth Management, INC.Broker
August 2003 - Present · 22 yrs 9 mos
Avisen Advisors, LLC
October 2002 - Present · 23 yrs 7 mos
Previous Registrations
Brown Robello Capital Management, LLC
October 2002 - December 2004 · 2 yrs 2 mos
Round Hill Securities, INC.Broker
January 2002 - October 2003 · 1 yr 9 mos
U.S. Bancorp Piper Jaffray INC.Broker
October 1993 - January 2002 · 8 yrs 3 mos
Everen Securities, INC.Broker
September 1990 - November 1993 · 3 yrs 2 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
August 1985 - September 1990 · 5 yrs 1 mo
Sutro & CO. IncorporatedBroker
July 1980 - September 1985 · 5 yrs 2 mos
Paine, Webber, Jackson & Curtis INC.Broker
January 1980 - July 1980 · 6 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
February 1977 - January 1980 · 2 yrs 11 mos
State Registrations14 states
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Exams
No exam information available for this advisor.