Teresa BiddixCRD Number: 5332513
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Teresa Biddix (CRD# 5332513) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Murfreesboro, TN and has over 11 years of experience in the finance industry.
Fifth Third Securities, Inc.
Quinn Stauffer Financial, LLC
Envision Wealth Planning
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hermitage, TN||Oct 2014 - Current||3|
|Bank Of America, N.a.||Hermitage, TN||Oct 2014 - Current||3|
|Invest Financial Corporation||Murfreesboro, TN||Jan 2014 - Oct 2014||< 1|
|Unemployed||Murfreesboro, TN||Dec 2013 - Jan 2014||< 1|
|Cla Usa||Addison, TX||Aug 2012 - Nov 2013||1|
|Puritan Wealth Management Group||Addison, TX||Feb 2010 - Nov 2012||2|
|Puritan Financial Group, Inc.||Addison, TX||Dec 2008 - Aug 2012||3|
|Biddix Asset Protection||Murfreesboro, TN||Jan 2007 - Aug 2009||2|
|Rai Advisors||Murfreesboro, TN||Dec 2007 - Aug 2008||< 1|
|Brookstone Capital Management||Wheaton, IL||May 2007 - May 2008||1|
|Gateway Bank||San Francisco, CA||Apr 2007 - Dec 2007||< 1|
|Covenant Reliance Producers||Nashville, TN||Mar 2005 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2014|
|S65||NASAA Investment Advisors Law Examination||Nov 2006|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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