Terrance Arges, financial advisor San Diego CA

Terrance Arges

CRD Number: 5494713
Current Firm: Integrated Wealth Concepts LLC

Terrance Arges (CRD# 5494713) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in San Diego, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Integrated Wealth Concepts, LLC Waltham, MA Feb 2023 - Current 1
Laurel Wealth Advisors, Inc. Solana Beach, CA Jul 2021 - Current 2
Raymond James Financial Services Advisors Carlsbad, CA Sep 2019 - Jul 2021 1
Mission Federal Credit Union San Diego, CA Sep 2016 - Apr 2021 4
Cuso Financial Services, LP San Diego, CA Apr 2016 - Sep 2019 3
Lpl Financial San Diego, CA Mar 2013 - Apr 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Terrance W. Arges
Phone Number: (781) 890-3045
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,466
    MILLIONS
  • Total Number of Accounts
    17,089
    ACCOUNTS
  • Average Account Value
    $436,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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