Teressa BrunsonCRD 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.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|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|
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
Total Assets Under Management210MILLIONS
Total Number of Accounts120ACCOUNTS
Average Account Value$1,750,322
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, GA, MA, NH
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.