Teresa Fitzgerald (CRD# 5237420) is an Investment Advisor Representative working at Lincoln Investment in Peachtree City, GA and has over 14 years of experience in the finance industry.
CRD# 4194526
Synovus Securities, Inc.
CRD# 5694281
Truist Advisory Services, Inc.
CRD# 4148297
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Lincoln Investment | Fort Washington, PA | May 2023 - Current | 1 |
Capital Analysts | Fort Washington, PA | May 2023 - Current | 1 |
Lincoln Investment | Fort Washington, PA | Jan 2023 - Current | 1 |
Mml Investors Services, LLC | Atlanta, GA | Dec 2020 - Jan 2023 | 2 |
Massmutual Life Insurance Company | Atlanta, GA | Oct 2020 - Jan 2023 | 2 |
Mass Mutual Life Insurance Company | Atlanta, GA | Oct 2020 - Apr 2022 | 1 |
Penn Mutual Life Insurance Company | Chicago, IL | Aug 2019 - Sep 2020 | 1 |
Hornor Townsend & Kent Inc. | Chicago, IL | Dec 2017 - Sep 2020 | 2 |
Penn Mutual Life Insurance Company | Chicago, IL | Nov 2017 - Sep 2020 | 2 |
Penn Mutual Life Insurance Company | Chicago, IL | Nov 2017 - Aug 2019 | 1 |
Mass Mutual Life Insurance Company | Chicago, IL | Nov 2016 - Nov 2017 | 1 |
Mml Investors Services LLC | Chicago, IL | May 2014 - Nov 2017 | 3 |
Massmutual Life Insurance Company | Chicago, IL | Aug 2013 - Nov 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2010 |
S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- GA
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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