Teresa Elliott, financial advisor Fayetteville NC
93 score

Teresa Elliott

CRD Number: 5632314
Current Firm: Wells Fargo Advisors, LLC

Teresa Elliott (CRD# 5632314) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Fayetteville, NC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Fayetteville, NC Jun 2012 - Current 4
Bank Of America, Na Fayetteville, NC Jul 2010 - Jun 2012 1
Merrill Lynch Pierce Fenner &amp; Smith, Inc. Fayetteville, NC Apr 2010 - Jul 2010 < 1
Cuso Financial Services, LP San Diego, CA Jan 2009 - Apr 2010 1
Pentagon Federal Credit Union Fayetteville, NC Jan 2009 - Apr 2010 1
Unemployed Fayetteville, NC Nov 2008 - Jan 2009 < 1
Unemployed Fayetteville, NC Nov 2008 - Jan 2009 < 1
Walter Jones For Congress Fayetteville, NC Jun 2008 - Nov 2008 < 1
Walter Jones For Congress Fayetteville, NC Jun 2008 - Nov 2008 < 1
Fred Smith For Governor Raleigh, NC Feb 2007 - May 2008 1
Fred Smith For Governor Raleigh, NC Feb 2007 - May 2008 1
Unemployed Fayetteville, NC Nov 2006 - Feb 2007 < 1
Unemployed Fayetteville, NC Nov 2006 - Feb 2007 < 1
North Carolina Republican Party Raleigh, NC Sep 2006 - Nov 2006 < 1
North Carolina Republican Party Raleigh, NC Sep 2006 - Nov 2006 < 1
Electicities Of Nc, Inc. Raleigh, NC May 2005 - Sep 2006 1
Electicities Of Nc, Inc. Raleigh, NC May 2005 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2009
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Teresa M. Elliott
Phone Number: 314-875-3000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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