Teresa Coleman (CRD# 4654757) is an Investment Advisor Representative working at Creekside Partners in Petaluma, CA and has over 20 years of experience in the finance industry.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creekside Partners Financial Advisers LLC | Lafayette, CA | Dec 2014 - Current | 9 |
| Charles Schwab & Co | San Francisco, CA | Apr 2007 - Dec 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2003 |
- CA
-
Total Assets Under Management466MILLIONS
-
Total Number of Accounts796ACCOUNTS
-
Average Account Value$586,033
- 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 businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, OR, TX
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