Teresa MuirCRD Number: 1124737
Current Firm: Cantella & Company, Inc.
Teresa Muir (CRD# 1124737) is an Investment Advisor Representative working at Cantella & Company, Inc. in Mayfield, KY and has over 29 years of experience in the finance industry.
Ron Beaton's Money Matters
Woodbury Financial Services, Inc.
|Cantella & Co Inc.||Boston, MA||Dec 2004 - Current||12|
|John C Muir & Co||Mayfield, KY||Aug 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1988|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management940MILLIONS
Total Number of Accounts3,717ACCOUNTS
Average Account Value$253,005
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV