Terry WuCRD Number: 5049038
Current Firm: Td Advisory Group
Terry Wu (CRD# 5049038) is an Investment Advisor Representative working at Td Advisory Group in San Francisco, CA and has over 15 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Td & Christy Insurance Agency, LLC||San Bruno, CA||Oct 2016 - Current||5|
|Td Advisory Group||San Francisco, CA||Apr 2016 - Current||5|
|Serendipity Business Solutions, LLC||Panama City, FL||Apr 2013 - Current||8|
|Terry Wu||San Francisco, CA||Jan 2016 - Sep 2018||2|
|Usa Financial Securities||Ada, MI||Apr 2016 - Oct 2016||< 1|
|Thrivent Financial For Lutherans||Appleton, WI||Dec 2005 - Jan 2016||10|
|Thrivent Investment Management Inc.||San Fransisco, CA||Oct 2005 - Jan 2016||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2005|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management12MILLIONS
Total Number of Accounts22ACCOUNTS
Average Account Value$545,455
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
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