Terrence Palazzolo (CRD# 6869001) is an Investment Advisor Representative working at Griffin Black, Inc. in Redwood City, CA and has over 6 years of experience in the finance industry. Terrence Palazzolo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Griffin Black, Inc. | Redwood City, CA | Jun 2020 - Current | 3 |
| The Void, LLC | Lindon, UT | Oct 2019 - Jun 2020 | < 1 |
| Invest By Doing, LLC | San Francisco, CA | Sep 2017 - Nov 2019 | 2 |
| Jlfranklin Wealth Planning | Larkspur, CA | Aug 2019 - Oct 2019 | < 1 |
| Unemployed | San Francisco, CA | Sep 2016 - Sep 2017 | 1 |
| Gap Inc. - Gap Division | San Francisco, CA | Mar 2016 - Sep 2016 | < 1 |
| Bebe Stores | Brisbane, CA | Aug 2006 - Feb 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- CA
- TX
-
Total Assets Under Management220MILLIONS
-
Total Number of Accounts613ACCOUNTS
-
Average Account Value$358,529
- 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
- Pension consulting services
CA, NH, TX
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