Theresa Waddell, financial advisor Vienna VA

Theresa Waddell

CRD Number: 4258940
Current Firm: Raymond James Financial Services Advisors, Inc.

Theresa Waddell (CRD# 4258940) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vienna, VA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Defense Contract Audit Agency Arlington, VA Jun 2020 - Current < 1
Public Partnerships, LLC Arlington, VA Apr 2018 - Current 2
Waddell Group Vienna, VA Dec 2014 - Current 6
Raymond James Financial Services Advisors, Inc. Vienna, VA Jan 2009 - Current 12
Raymond James Financial Services Vienna, VA Jul 2007 - Current 13
Theresa Waddell, Cpa Vienna, VA Jan 1998 - Current 23
Arlington Special Education Pta Arlington, VA Mar 2010 - Jun 2015 5
Teaching Arlington, VA Aug 2007 - Nov 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Dec 2000
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.

Get Details on the FINRA Advisor Check site
Contact Info for Theresa C. Waddell
Phone Number: 727-567-3020
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    191,890
    MILLIONS
  • Total Number of Accounts
    729,214
    ACCOUNTS
  • Average Account Value
    $263,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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, WY

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