Terry Wu, financial advisor San Francisco CA

Terry Wu

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Terry X. Wu
Phone Number: 877-243-2323
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $545,455
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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