Teresa Davila, financial advisor Salem WI
88 score

Teresa Davila

CRD 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 2 years of experience in the finance industry.

Similar Advisors
David Jordan, financial advisor Salem WI
David P. Jordan
CRD# 2348335
Jordan Financial Life Planning
Score
103
Similar Advisors
Justus Morgan, financial advisor Salem WI
Justus Morgan
CRD# 4697511
Financial Service Group Inc.
Score
103
Similar Advisors
Alan Friedlander, financial advisor Salem WI
Alan S. Friedlander
CRD# 1890289
D.h. Hill Advisors, Inc.
Score
100
Company Name Location Dates Years
Horter Investment Management Cincinnati, OH Sep 2014 - Current 2
Rainbow Day Ventures LLC Salem, WI Jan 2014 - Current 2
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
Contact Info for Teresa M. Davila
Phone Number: 513-984-9933
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    13,925
    ACCOUNTS
  • Average Account Value
    $72,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.