Terrance Arges (CRD# 5494713) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Solana Beach, CA and has over 15 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| 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 |
- CA
-
Total Assets Under Management7,466MILLIONS
-
Total Number of Accounts17,089ACCOUNTS
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Average Account Value$436,887
- 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
- Selection of other advisers (including private fund managers)
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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