Teresa Cunfer, financial advisor Lancaster PA
89 score

Teresa Cunfer

CRD Number: 6142203
Current Firm: Rbc Capital Markets, LLC

Teresa Cunfer (CRD# 6142203) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lancaster, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets, LLC Lancaster, PA Jun 2013 - Current 3
Mml Investors Services Lancaster, PA Jan 2013 - Jun 2013 < 1
Mass Mutual Life Insurance Company Lancaster, PA Nov 2012 - Jun 2013 < 1
Belco Community Credit Union Lancaster, PA Aug 2010 - Jan 2013 2
Metro Bank Lancaster, PA Jul 2007 - Aug 2010 3
Victoria's Secret Lancaster, PA Nov 2005 - Jul 2010 4
Millersville University Millersville, PA Sep 2005 - Dec 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Teresa L. Cunfer
Phone Number: 212-858-7000
Firm Website: https://www.rbccm.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    76,274
    MILLIONS
  • Total Number of Accounts
    192,243
    ACCOUNTS
  • Average Account Value
    $396,757
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Educational seminars/workshops
  • 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, 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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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