Teresa DeeCRD Number: 1311291
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Teresa Dee (CRD# 1311291) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Norfolk, VA and has over 33 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|#ia Merrill Lynch, Pierce, Fenner & Smit||Norfok, VA||Apr 1981 - Current||36|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Apr 1981 - Current||36|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1985|
|S65||NASAA Investment Advisors Law Examination||Aug 2004|
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)