ManuelGonzalez Teran- Financial Advisor Bethesda, MD

Home > Financial Advisor Directory > maryland > bethesda

About Manuel Gonzalez Teran

Prime Capital Financial is a people-first organization. We thrive on collaboration, community and culture. Like any true team, we know that we achieve great things by working together. Prime Capital Financial was founded with a goal to provide the range of products and services to meet the expanding needs of individual clients. That goal is made a reality with the hiring of financial professionals who are passionate about applying their knowledge and experience to help clients reach for their financial goals. Watch this video to get a peek into the value of working with a Prime Capital Financial

See Disclosures

General Information

Firm Start Year

1985

No. of Employees

500-999

CRD#

6760459

Firm CRD#

288712

Insurance License#

1471316

Name of Broker/Dealer

Private Client Services

Name of Custodial Firm

Fidelity Invesments

States Licensed in

MD, IA, VA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Manuel began his career in 2017 at TD Ameritrade, where he advanced from an entry-level role as a Check Deposit Associate to Senior Cash Management before becoming a Relationship Manager. In this role, he assisted high-net-worth advisory firms with account management, custodian services, and risk mitigation.

In 2021, he joined Goldman Sachs as part of the Asset & Wealth Management team, specializing in investment and retirement planning. In late 2023, Manuel left Goldman Sachs to pursue greater independence from large firms, allowing him to take a more personalized and client-focused approach to financial planning.

Work with the following types of clients

Individual Investors

Foreign Languages Serviced

Spanish

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 7, Series 63

Insurance and Annuity Licenses

Annuity, Health, Life, Variable Annuity, Disability, Long Term Care

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Fee % Based on Assets

.80-1.5%

Education

Business Management Economics -

UC Santa Cruz
09/2014 -05/2016

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892979/paladinregistry-Prime-Capital-Financial-detailed-disclosure.html

Disclaimer

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC ("PCIA"), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Manuel Gonzalez Teran

Prime Capital Financial