Teresa Atwood, financial advisor Salt Lake City UT
89 score

Teresa Atwood

CRD Number: 6247226
Current Firm: Lpl Financial LLC

Teresa Atwood (CRD# 6247226) is an Investment Advisor Representative working at Lpl Financial LLC in Salt Lake City, UT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Salt Lake City, UT Jan 2016 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jan 2016 1
Morgan Stanley Holladay, UT Sep 2013 - Jan 2016 2
Infinity Lifestyle Group Salt Lake City, UT Dec 2012 - Sep 2013 < 1
Destiny Solutions Group Scottsdale, AZ Oct 2010 - Dec 2012 2
Antares Corp Culver City, CA Jan 2001 - Oct 2010 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Teresa A. Atwood
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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