Teressa Beard (CRD# 6564260) is an Investment Advisor Representative working at Mulholland Wealth Advisors, LLC in Lancaster, PA and has over 5 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Mulholland Wealth Advisors, LLC | Scottsdale, AZ | Dec 2020 - Current | 3 |
Sequinox | Lancaster, PA | Sep 2015 - Current | 8 |
J.w. Cole Advisors, Inc. | Tampa, FL | Apr 2018 - Dec 2020 | 2 |
Student | Lancaster, PA | Mar 2013 - Sep 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- PA
-
Total Assets Under Management316MILLIONS
-
Total Number of Accounts1,082ACCOUNTS
-
Average Account Value$292,454
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Other
AR, AZ, CA, CO, FL, IA, IN, KS, MI, MO, NE, NM, NY, OH, PA, TX, VA
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