Teresa Adams, financial advisor Denison TX

Teresa Adams

CRD Number: 4044152
Current Firm: Gaddis Premier Wealth Advisors LLC

Teresa Adams (CRD# 4044152) is an Investment Advisor Representative working at Gaddis Premier Wealth Advisors LLC in Denison, TX and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Gaddis Premier Wealth Advisors LLC Denison, TX Jun 2022 - Current 1
Lpl Financial, LLC Denison, TX Oct 2017 - Jun 2022 4
Edward Jones St. Louis, MO Jul 2010 - Sep 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Teresa M. Adams
Phone Number: 580-745-8133
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    227
    MILLIONS
  • Total Number of Accounts
    1,677
    ACCOUNTS
  • Average Account Value
    $135,192
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AR, CA, CO, FL, IL, KS, LA, NE, NM, OK, TX

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