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Deetra Marie Tesla

TCFG INVESTMENT ADVISORS, LLC·LAGUNA NIGUEL, California
SIE, Series 7, Series 14, Series 24, Series 55, Series 63, Series 99TOTCFG INVESTMENT ADVISORS, LLC
28202 CABOT RD, LAGUNA NIGUEL, CA 92677CRD# 2567278Firm CRD# 166606

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Deetra Marie Tesla · LAGUNA NIGUEL, CA
Registration
CRD #2567278 · TCFG INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 55
Series 63
Series 99TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
TCFG INVESTMENT ADVISORS, LLC
CRD 166606 · SEC 801-77596
AUM
$507M
Regulatory assets under management
Employees
25
2,441 client accounts
Services offered by TCFG INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TCFG INVESTMENT ADVISORS, LLC →
Introduction

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04

Frequently Asked Questions

What services does Deetra Marie Tesla offer?
Deetra Marie Tesla specializes in Financial Planning, Investment Management. Contact their office in LAGUNA NIGUEL, California for a consultation.
What are Deetra Marie Tesla's credentials?
Deetra Marie Tesla is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deetra Marie Tesla located?
Deetra Marie Tesla is based in LAGUNA NIGUEL, California, working with TCFG INVESTMENT ADVISORS, LLC. Their office serves clients in the LAGUNA NIGUEL metropolitan area and surrounding communities.
How does Deetra Marie Tesla charge for services?
Deetra Marie Tesla's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TCFG INVESTMENT ADVISORS, LLC?
TCFG INVESTMENT ADVISORS, LLC has approximately 25 employees and manages $507M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TCFG INVESTMENT ADVISORS, LLC

Richard James Roberts
LAGUNA NIGUEL, CA
Todd Alan Sweet
LAGUNA NIGUEL, CA

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