Teresa Mitchell, financial advisor Altamont IL

Teresa Mitchell

CRD Number: 4321331
Current Firm: Signature Financial Services, Ltd

Teresa Mitchell (CRD# 4321331) is an Investment Advisor Representative working at Signature Financial Services, Ltd in Altamont, IL and has over 23 years of experience in the finance industry. Teresa Mitchell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
First Heartland Capital, Inc. Lake St. Louis, MO Sep 2001 - Current 22
Signature Financial Services, Ltd Arlington Heights, IL Dec 2000 - Current 23
Teresa L. Henley Cpa Altamont, IL Oct 1996 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S65 NASAA Investment Advisors Law Examination Nov 2001
Contact Info for Teresa L. Mitchell
Phone Number: (847) 545-8070
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    202
    MILLIONS
  • Total Number of Accounts
    471
    ACCOUNTS
  • Average Account Value
    $428,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, GA, IL, IN, SC, TN, TX

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