Terri Ann Mcgray
AIF®, CFP®Professional Summary
Terri Ann Mcgray, AIF®, CFP®, who also goes by Terri Ann Corbett, Terri A Gagliano, Terri Ann Gagliano, Terri Mcgray, is a registered financial advisor currently at LONGEVITY CAPITAL MANAGEMENT located in Thousand Oaks, California. Terri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Terri has worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Social Security Planning
- Estate Planning
- Insurance Planning
- Retirement Income Management
- Inheritance
- Employee and Employer Plan Benefits
- Long-term Care
- Comprehensive Financial Planning
Other Aliases
Terri Ann Corbett, Terri A Gagliano, Terri Ann Gagliano, Terri Mcgray
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures on record.
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Credentials
Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
LONGEVITY CAPITAL MANAGEMENT | LONGEVITY CAPITAL MANAGEMENT LLC
Contact Information
Main Address
515 Marin Street Suite 418, Thousand Oaks, CA 91360Phone Number
(805) 917-6771# of Employees
3SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
254AUM (Assets Under Management)
$184,155,472Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
LONGEVITY CAPITAL MANAGEMENT | LONGEVITY CAPITAL MANAGEMENT LLC
State Registrations and Notice Filings
(12/1/2023)
(12/1/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1988About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Terri Ann Mcgray's CRS (Customer Relationship Summary).
Services Offered by Terri
- Social Security Planning
- Estate Planning
- Insurance Planning
- Retirement Income Management
- Inheritance
- Employee and Employer Plan Benefits
- Long-term Care
- Comprehensive Financial Planning
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