Teresa DavilaCRD Number: 6389450
Current Firm: Horter Investment Management, LLC
Teresa Davila (CRD# 6389450) is an Investment Advisor Representative working at Horter Investment Management, LLC in Salem, WI and has over 3 years of experience in the finance industry.
Jordan Financial Life Planning
Financial Service Group Inc.
D.h. Hill Advisors, Inc.
|Horter Investment Management||Cincinnati, OH||Sep 2014 - Current||3|
|Rainbow Day Ventures LLC||Salem, WI||Jan 2014 - Current||3|
|Ceridian Corporation||Minneapolis, MN||Feb 2010 - Jan 2014||3|
|Unemployed||Salem, WI||Sep 2009 - Feb 2010||< 1|
|Hewitt Associates||Lincolnshire, IL||Sep 2007 - Sep 2009||2|
|Unemployed||Salem, WI||May 2007 - Sep 2007||< 1|
|The Mills Corporation||Arlington, VA||Jun 1996 - May 2007||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management1,016MILLIONS
Total Number of Accounts13,925ACCOUNTS
Average Account Value$72,992
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV