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Laura C
Series 63, Series 66
San Francisco, CA
Private Advisor Group, LLC
Laura Carmany is a financial advisor at Private Advisor Group, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Crown Capital Securities, LP and Quest Securities, Inc. prior to her current roles. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that includes using technology platforms and third-party managers to implement a range of investment strategies.
Tianna T
Series 66
San Francisco, CA
Private Advisor Group, LLC
Tianna Truby is a financial advisor at Private Advisor Group, LLC with a Series 66 designation. She has experience working at Private Advisor Group, LPL Financial, and in various roles at UCSF, LearnXus LLC, UCSD, Omnia Insurance, and UCSB. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to managed account solutions including proprietary and third-party platforms. The firm employs a fiduciary advisory model and utilizes a range of investment strategies often implemented through third-party managers and technology platforms.
Terrence G
Series 63
San Francisco, CA
Private Advisor Group, LLC
Terrence Gee is a financial advisor with Private Advisor Group, LLC, based in San Francisco, CA, holding a Series 63 designation and bringing 42 years of industry experience. His prior firms include Crown Capital Securities, LP and Quest Securities, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions and advisory programs. The firm employs a fiduciary-based advisory model that integrates technology platforms and third-party managers to implement diverse investment strategies.
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