Best Investors Account Sign in

Terri Lynn Detre

Raymond James & Associates, Inc.

Walnut Creek, CA

Claim This Profile
Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-06
TX RA APPROVED 2025-03-06
  • CA RA
    APPROVED
    Since 2025-03-06
  • TX RA
    APPROVED
    Since 2025-03-06

Branch Locations

2999 Oak Road Suite 1030, Walnut Creek, CA 94597 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Walnut Creek CA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Walnut Creek CA 11/2016 03/2025
Raymond James & Associates Walnut Creek CA 03/2025 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Walnut Creek, CA
  • 11/2016 → 03/2025
    Wells Fargo Clearing Services, Llc
    Walnut Creek, CA
  • 03/2025 → Present
    Raymond James & Associates
    Walnut Creek, CA
Previous Registrations
  • 2009-02-13 → 2025-03-11
    Wells Fargo Clearing Services, Llc
    Walnut Creek, CA
  • 2007-04-02 → 2009-02-17
    Morgan Stanley & Co. Llc
    Orinda, CA
    Oakland, CA
  • 1998-11-02 → 2007-04-02
    Morgan Stanley Dw Inc.
    Oakland, CA
    Oakland, CA
Other Businesses

NOTARY PUBLIC; NOT INVESTMENT RELATED; MARTINEZ, CA; START DATE 05/02/2016; 1 HOUR PER MONTH / 0 DURING TRADING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-07-31
  • S63 Uniform Securities Agent State Law Examination
    1995-07-31
Other Names
  • Terri Lynn Armistead
  • Terri Detre

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor