Teressa Brunson, financial advisor Jacksonville FL
76 score

Teressa Brunson

CRD Number: 5969307
Current Firm: Nesteggs, Inc.

Teressa Brunson (CRD# 5969307) is an Investment Advisor Representative working at Nesteggs, Inc. in Jacksonville, FL and has over 3 years of experience in the finance industry.

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Wealth By Empowerment
Company Name Location Dates Years
Nesteggs Retirement Plan Services Inc. Jacksonville, FL Nov 2015 - Current 2
Global Retirement Partners, LLC Tavares, FL Apr 2015 - Nov 2015 < 1
Lpl Financial LLC Tavares, FL Jun 2013 - Nov 2015 2
Independent Financial Partners Tavares, FL May 2014 - Apr 2015 < 1
Edd Holder And Associates Tavares, FL Jul 2011 - Jun 2013 1
H & R Block Apopka, FL Jan 2008 - Apr 2012 4
Bates & Company, P.a. Winter Park, FL May 2005 - Apr 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2015
S65 NASAA Investment Advisors Law Examination Sep 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Teressa S. Brunson
Phone Number: 904-348-3131
Firm Website: https://www.nesteggs.cc
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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