Theresa RowlandCRD Number: 5488198
Current Firm: Buckingham Asset Management, LLC
Theresa Rowland (CRD# 5488198) is an Investment Advisor Representative working at Buckingham Asset Management, LLC in Bourbonnais, IL and has over 10 years of experience in the finance industry. Theresa Rowland 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.
Mccabe & Associates, Inc.
Midwest Wealth Builders, Inc.
Raymond James Financial Services Advisors, Inc.
|Buckingham Asset Management, LLC||Clayton, MO||Apr 2016 - Current||1|
|Solutions For Wealth Management||Bourbonnais, IL||Jan 2007 - Mar 2016||9|
|Smith, Koelling, Dykstra||Bourbonnais, IL||Sep 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2007|
Total Assets Under Management7,681MILLIONS
Total Number of Accounts14,433ACCOUNTS
Average Account Value$532,200
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV