Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Lynn Badgett has been in the financial services industry since 2001. Theresa is a registered representative of Avantax Advisory Services and is licensed in Louisiana, Mississippi, North Carolina and Texas. Theresa holds the Series 7, Series 63, and Series 65 licenses. She is also a registered investment advisor in Texas. Theresa offers financial planning, investment management, and pension consulting services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
07/08/2014 - Present
Avantax Advisory Services (GRAPEVINE TX)
TX
09/12/2012 - 05/13/2014
TRADINGBLOCK (BAYTOWN TX)
TX
08/17/2006 - 09/10/2012
BROKERSXPRESS LLC (GRAPEVINE TX)
TX
04/10/2001 - 08/23/2006
H.D. VEST INVESTMENT SERVICES (GRAPEVINE TX)
IA
Issued 06/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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