Terry Feil (CRD# 832849) is an Investment Advisor Representative working at Avisen Advisors, LLC in Sacrament, CA and has over 29 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avisen Wealth Management, Inc. | Sacramento, CA | Mar 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1994 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2000 |
- CA
-
Total Assets Under Management305MILLIONS
-
Total Number of Accounts419ACCOUNTS
-
Average Account Value$728,952
- 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
- Selection of other advisers (including private fund managers)
CA, NV
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