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Thomas G
Series 63, Series 65
Redondo Beach, CA
Wells Fargo Advisors
Thomas Gray is a financial advisor with Wells Fargo Advisors in Redondo Beach, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2015 and concurrently maintains a role with Pension Technology Insurance Services, Inc. since 1984. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad array of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.
Kevin T
CFP®, CFA®, Series 66
Redondo Beach, CA
Wells Fargo Advisors
Kevin Terao is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and has been with Wells Fargo Advisors since 2015. Outside of his advisory work, he has a 50% ownership interest in Premier Strategic Capital Inc., operating as Riviera Wealth Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.
Nadia A
Series 63, Series 66
Redondo Beach, CA
Wells Fargo Advisors
Nadia Antii is a financial advisor with Wells Fargo Advisors in Redondo Beach, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Wells Fargo Advisors since 2016. Antii serves as a board member of the South Bay Estate Planning Council. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services tailored to clients meeting certain net-worth thresholds. The firm combines advisory services with various financial products and referral channels.
John L
Series 65, Series 63
Redondo Beach, CA
Wells Fargo Advisors
John Long is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Marton Markovits, and Northwestern Mutual Life Insurance Company. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored client recommendations.
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