Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Parker is a financial advisor with Captrust. Teresa has been in the industry since 2014 and is registered with the state of California. Teresa is a Certified Financial Planner™ and has a Series 65 license. Teresa specializes in working with high-net-worth individuals, corporations, insurance companies, pension plans, and charitable organizations. Teresa has over 10 years of experience providing financial advice and has a proven track record of success.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
04/09/2015 - Present
Captrust (RALEIGH NC)
IA
Issued 12/05/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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