Teresa Watson, financial advisor Troy MI
77 score

Teresa Watson

CRD Number: 6256158
Current Firm: Wells Fargo Advisors, LLC

Teresa Watson (CRD# 6256158) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Troy, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Troy, MI Jun 2014 - Current 2
Rbc Capital Markets, LLC Royal Oak, MI Sep 2013 - May 2014 < 1
Unemployed Clinton Township, MI Aug 2013 - Sep 2013 < 1
Vibe Credit Union Novi, MI Jun 2013 - Aug 2013 < 1
Unemployed Clinton Township, MI Mar 2013 - Jun 2013 < 1
Fifth Third Bank Romeo, MI Nov 2009 - Mar 2013 3
Bank Of America Richmond, VA Jan 2008 - Nov 2009 1
Unemployed Richmond, VA Dec 2007 - Jan 2008 < 1
Carmax Auto Superstores Richmond, VA Aug 2005 - Nov 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Teresa J. Watson
Phone Number: 314-875-3000
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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)
  • 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, 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
77

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