Teresa Horn (CRD# 4036069) is an Investment Advisor Representative working at Quality Financial Concepts in Maryville, TN and has over 24 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Crown Capital Securities, LP | Orange, CA | Jan 2018 - Current | 6 |
Top Of The Plaza | Maryville, TN | Jan 2005 - Current | 19 |
Topstock Vizslas | Maryville, TN | Oct 2004 - Current | 19 |
Commercial Real Estate | Maryville, TN | Jan 2003 - Current | 21 |
Quality Financial Concepts, Advisor Associate | Maryville, TN | Jan 2003 - Current | 21 |
Insurance Sales | Maryville, TN | Jan 1999 - Current | 25 |
Quality Financial Concepts | Maryville, TN | Apr 1997 - Current | 26 |
Securities America, Inc. | Maryville, TN | Dec 2016 - Dec 2017 | 1 |
Foothill Securities, Inc. | Maryville, TN | Aug 2009 - Dec 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2000 |
S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- NY
- TN
- TX
-
Total Assets Under Management74MILLIONS
-
Total Number of Accounts519ACCOUNTS
-
Average Account Value$143,359
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
NY, TN, TX, VA
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