Teresa Yragui, financial advisor Meridian ID
81 score

Teresa Yragui

CRD Number: 4445248
Current Firm: Securities America Advisors, Inc.

Teresa Yragui (CRD# 4445248) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Meridian, ID and has over 15 years of experience in the finance industry.

Similar Advisors
Stephen Kovach, financial advisor Meridian ID
Stephen M. Kovach
CRD# 2682236
Buffington Mohr Mcneal
Score
103
Similar Advisors
Paul Ferguson, financial advisor Meridian ID
Paul T. Ferguson
CRD# 2532837
American Independent Securities Group, LLC
Score
101
Similar Advisors
Ryan Warwick, financial advisor Meridian ID
Ryan C. Warwick
CRD# 2974298
Rathbone Warwick Investment Management
Score
101
Company Name Location Dates Years
Securities America Inc. Boise, ID Jun 2015 - Current 1
Securities America Advisors, Inc. Boise, ID Jun 2015 - Current 1
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Jun 2015 2
First Allied Securities, Inc. San Diego, CA Aug 2005 - Jun 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Mar 2002
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Teresa L. Yragui
Phone Number: 402-399-9111
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
81

About Wealthminder

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.