Terry Wheeler has been CEO of WE Alliance Wealth Advisors since January 2015, is a control person of the firm and directly owns 75% or more of it. Terry Wheeler holds a Bachelor's degree in Financial Planning from San Diego State University and a Juris Doctorate Degree in Law from the University of the Pacific McGeorge School of Law.
We Alliance Wealth Advisors, Inc. is a Roseville, CA firm with $233M under management, 265 clients and 3 advisers in one office, as of its July 2026 filing.
Terry Wheeler is an Estate and Wealth Strategist Planner at WE Alliance Wealth Advisors, Inc. He is an estate planning attorney and taught tax at the University of California, Davis. His career in the financial industry began in 1987.
Terry Wheeler’s longest registration is the current one, 11 years at WE Alliance Wealth Advisors since 2015. Before joining WE Alliance Wealth Advisors in 2015, Terry Wheeler was registered through Arque Capital, LTD. and Commerce Wealth Advisers, LLC.
- Arque Capital, LTD.– · 2 yearsRoseville, CA · Adviser representative · Firm CRD 121192
- – present · 11 yearsRoseville, CA · Adviser representative · Firm CRD 175405
- Arque Capital, LTD.– · 3 yearsRoseville, CA · Adviser representative · Firm CRD 121192
- Arque Capital, LTD.– · under a yearRoseville, CA · Adviser representative · Firm CRD 121192
- Commerce Wealth Advisers, LLC– · 1 yearSacramento, CA · Adviser representative · Firm CRD 144449
- Qa3 Financial LLC– · 1 yearSacramento, CA · Adviser representative · Firm CRD 104957
- Intersecurities, Inc.– · 8 yearsSacramento, CA · Adviser representative · Firm CRD 16164
Professional designations
Listed by WE Alliance Wealth Advisors
- CFP®
Investment adviser representative registrations
Terry Wheeler is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from July 2015; the most recent is Arizona, in June 2024.
- ArizonaSince 4 June 2024
- CaliforniaSince 20 July 2015
- TexasResidentSince 8 February 2019
- WashingtonSince 9 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 11 January 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 September 1991 |
| Series 7 | General Securities Representative Examination | 20 August 1991 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Terry Dean Wheeler
- CRD
- 2163092
- Firm
- WE Alliance Wealth Advisors · CRD 175405
- Role
- CEO
- Office
- 3001 DOUGLAS BLVD, STE. 142, Roseville, CA 95661
- Registration
- Investment adviser registration
- In the industry since
- June 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- weriaadvisors.com
Where does Terry Wheeler work?
Terry Wheeler has been CEO of We Alliance Wealth Advisors, Inc. since January 2015, and is a control person of the firm.
Is Terry Wheeler a financial advisor?
Yes. Terry Wheeler has a current investment-adviser registration in Arizona, California, Texas and Washington, through WE Alliance Wealth Advisors since July 2015.
How many years of experience does Terry Wheeler have?
Terry Wheeler has 33 years in the financial industry, since June 1993, across 5 adviser firms.
What exams has Terry Wheeler passed?
Terry Wheeler has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 1991. FINRA credited Terry Wheeler with the SIE, which began in October 2018.
Where did Terry Wheeler work before WE Alliance Wealth Advisors?
Before WE Alliance Wealth Advisors, Terry Wheeler was registered through Arque Capital, LTD., July 2011 to May 2012; Commerce Wealth Advisers, LLC, February 2011 to July 2012; Qa3 Financial LLC, August 2009 to February 2011; Intersecurities, Inc., February 2001 to August 2009.
Where is Terry Wheeler based?
Terry Wheeler’s registered office is in Roseville, CA.
Is Terry Wheeler registered with FINRA?
No. Terry Wheeler has no current broker registration.
Is Terry Wheeler a CFP?
WE Alliance Wealth Advisors lists Terry Wheeler with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Terry Wheeler’s record?
Search CRD 2163092 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terry Wheeler’s full registration record.