Teresa Latimer, financial advisor West Valley City UT
93 score

Teresa Latimer

CRD Number: 3178894
Current Firm: Cetera Advisor Networks LLC

Teresa Latimer (CRD# 3178894) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in West Valley City, UT and has over 13 years of experience in the finance industry.

Similar Advisors
Jeffrey Zesiger, financial advisor West Valley City UT
Jeffrey D. Zesiger
CRD# 2649450
Uma Financial Services Inc.
Score
101
Similar Advisors
Brady Ririe, financial advisor West Valley City UT
Brady H. Ririe
CRD# 5747247
Morgan Stanley
Score
100
Similar Advisors
Alan Battles, financial advisor West Valley City UT
Alan R. Battles
CRD# 1008455
Brighton Wealth Management, Inc.
Score
98
Company Name Location Dates Years
Girard Securities, Inc. San Diego, CA Jan 2016 - Current < 1
Cetera Advisors LLC Denver, CO Jan 2016 - Current < 1
Cetera Financial Specialists LLC Schaumburg, IL Jan 2016 - Current < 1
Cetera Investment Services LLC St. Cloud, MN Jan 2016 - Current < 1
Investors Capital Corp. Lynnfield, MA Jan 2016 - Current < 1
First Allied Securities, Inc. San Diego, CA Jan 2016 - Current < 1
Legend Equities Corporation Palm Beach Gardens, FL Jan 2016 - Current < 1
Summit Brokerage Services, Inc. Boca Raton, FL Jan 2016 - Current < 1
Vsr Financial Services, Inc. Overland Park, KS Jan 2016 - Current < 1
Cetera Adivsor Networks LLC El Segundo, CA Jan 2016 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Jan 2016 3
Financial Network El Segundo, CA Mar 2008 - Dec 2012 4
Linsco Private Ledger West Jordan, UT Sep 2007 - Mar 2008 < 1
Mountain America Credit Union West Jordan, UT Sep 2007 - Mar 2008 < 1
Xcu Capital Corporation, Inc. Carlsbad, CA Apr 2002 - Sep 2007 5
Mountain America Investment & Insurance Services Salt Lake City, UT May 1998 - Sep 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Teresa A. Latimer
Phone Number: 310-326-3100
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
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
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

Ready to hire a financial advisor? Get competitive proposals from Teresa Latimer and other advisors.
BADGES
93
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.