Teresa McClendon-Thomas (CRD# 2176542) is an Investment Advisor Representative working at Pnc Capital Advisors LLC in Houston, TX and has over 31 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Capital Markets | Houston, TX | Sep 2021 - Current | 2 |
| Zions Direct, Inc. | Houston, TX | Feb 2018 - Sep 2021 | 3 |
| Assetpoint Financial, LLC | Arlington, VA | Mar 2016 - Dec 2017 | 1 |
| Promontory Interfinancial Network, LLC | Arlington, VA | Sep 2015 - Dec 2017 | 2 |
| Harris County - Office Of Financial Management | Houston, TX | Oct 2014 - Sep 2015 | < 1 |
| A-1 Personnel Of Houston, Inc. | Houston, TX | Jul 2014 - Sep 2014 | < 1 |
| Wells Fargo Securities, LLC | Houston, TX | Nov 2009 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1992 |
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- TX
-
Total Assets Under Management34,266MILLIONS
-
Total Number of Accounts498ACCOUNTS
-
Average Account Value$68,806,346
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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