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 32 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 Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 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