Terrence D. Gustafson

GUSTAFSON FINANCIAL SOLUTIONS

Oceanside, CA

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CRD#: 2187498

Professional summary

Terrence Duane Gustafson, CFP®, who also goes by Terry Gustafson, is a registered financial advisor currently at GUSTAFSON FINANCIAL SOLUTIONS located in Oceanside, California.

Terrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Terrence has worked at 2 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terry Gustafson

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrence Duane Gustafson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

September 8, 2021 - Present

GUSTAFSON FINANCIAL SOLUTIONS

RIA

CRD#: 130591

Oceanside, CA

Past

November 21, 1991 - March 31, 1992

INVEST FINANCIAL CORPORATION

CRD#: 12984

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/8/2021)

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Exams

State Security Law Exam

Series 63

Date: 11/19/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 11/19/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GUSTAFSON FINANCIAL SOLUTIONS

GUSTAFSON FINANCIAL SOLUTIONS | TERRENCE DUANE GUSTAFSON

CRD#: 130591 / SEC#:

California

Registered Investment Advisory firm - (4/2/2004 Approved)

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Contact information

Main Address

Oceanside, CA

Mailing Address

Phone number

(760) 685-2046

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Terrence D. Gustafson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrence Duane Gustafson's CRS (Customer Relationship Summary).

Certified licenses

Experience

GUSTAFSON FINANCIAL SOLUTIONS

INVEST FINANCIAL CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 11/19/1991

Series 6

Date: 11/19/1991

Current Firm

GUSTAFSON FINANCIAL SOLUTIONS

Contact information

Documents

Red Flags

Company Information

GUSTAFSON FINANCIAL SOLUTIONS

TRUST BUT VERIFY

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