ManuelGonzalez Teran- Financial Advisor Bethesda, MD

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About Manuel Gonzalez Teran

Manuel Gonzalez brings the same work ethic and commitment to service he developed growing up between San Diego and Tijuana border upbringing that taught him the value of perseverance, family, and opportunity. From humble beginnings, Manuel has built a career rooted in helping others achieve financial goals and long-term confidence. Since 2017, he has worked in the financial services industry, gaining experience at firms like TD Ameritrade and Goldman Sachs before joining Prime Capital Financial. In every role, Manuel has remained focused on one core mission: empowering clients with the education and planning they need to make informed, lasting financial decisions.He holds a bachelors degree in Business Management Economics from the University of California, Santa Cruz, and an associates degree in Accounting from Southwestern College. Whether he's working with a young professional building a foundation, a family preparing for life transitions, or a retiree seeking sustainable income, Manuel's approach remains the same listen first, plan thoughtfully, and always put people first.

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.

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Paladin Research Report For:

Manuel Gonzalez Teran

Prime Capital Financial