Teresa Kakadelas, financial advisor Solana Beach CA

Teresa Kakadelas

CRD Number: 3225090
Current Firm: Blankinship & Foster, LLC

Teresa Kakadelas (CRD# 3225090) is an Investment Advisor Representative working at Blankinship & Foster, LLC in Solana Beach, CA and has 1 year of experience in the finance industry. Teresa Kakadelas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Blankinship & Foster LLC Solana Beach, CA Mar 2015 - Current 9
Blankinship & Foster LLC Solana Beach, CA Jun 2006 - Current 17
Blankinship & Foster, LLC Solana Beach, CA Aug 2008 - Feb 2015 6

Teresa Kakadelas has no recent exams reported.
Contact Info for Teresa A. Kakadelas
Phone Number: 858-755-5166
Registered State(s):
  • CA
  • OR
By the Numbers
  • Total Assets Under Management
    780
    MILLIONS
  • Total Number of Accounts
    1,001
    ACCOUNTS
  • Average Account Value
    $779,587
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, OR

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