Terri Grassi (CRD# 3069908) is an Investment Advisor Representative working at Rai Wealth Management in Placentia, CA and has over 25 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Richey Advisors, Inc. | Fullerton, CA | Feb 2010 - Current | 14 |
| Munson, Cronick & Associates, Llp Certified Public Accountants | Fullerton, CA | Nov 2019 - Dec 2021 | 2 |
| Terri Grassi, Cpa | Fullerton, CA | Nov 2011 - Nov 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2009 |
- CA
- TX
-
Total Assets Under Management96MILLIONS
-
Total Number of Accounts394ACCOUNTS
-
Average Account Value$244,233
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, TX
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