Teresa Yragui (CRD# 4445248) is an Investment Advisor Representative working at Continuum Advisory, LLC in Eagle, ID and has over 22 years of experience in the finance industry.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Triad Advisors | Norcross, GA | Jun 2021 - Current | 2 |
Continuum Advisory, LLC | Eagle, ID | Jun 2021 - Current | 2 |
Securities America Inc. | Boise, ID | Jun 2015 - Jun 2021 | 6 |
Securities America Advisors, Inc. | Boise, ID | Jun 2015 - Jun 2021 | 6 |
First Allied Advisory Services, Inc. | Chesterfield, MO | Jul 2012 - Jun 2015 | 2 |
First Allied Securities, Inc. | San Diego, CA | Aug 2005 - Jun 2015 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2001 |
S65 | NASAA Investment Advisors Law Examination | Mar 2002 |
- ID
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Total Assets Under Management1,292MILLIONS
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Total Number of Accounts2,953ACCOUNTS
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Average Account Value$437,585
- 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, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
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