Teressa Brunson, financial advisor Fernandina Beach FL
78 score

Teressa Brunson

CRD Number: 5969307
Current Firm: Lincoln Financial Securities Corporation

Teressa Brunson (CRD# 5969307) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Fernandina Beach, FL and has over 3 years of experience in the finance industry.

Similar Advisors
Katie Burke, financial advisor Fernandina Beach FL
Katie G. Burke
CRD# 4962228
Wealth By Empowerment
Score
103
Similar Advisors
Donald Davey, financial advisor Fernandina Beach FL
Donald V. Davey
CRD# 3038288
Disciplined Equity Management, Inc.
Score
100
Similar Advisors
Jane Marchand, financial advisor Fernandina Beach FL
Jane E. Marchand
CRD# 2275496
Marchand Faries Financial Management, Inc.
Score
100
Company Name Location Dates Years
Lincoln Financial Securities Corporartion Fernandina Beach, FL Jul 2017 - Current < 1
Df Pensions, Inc. Jacksonville Beach, FL Dec 2016 - May 2017 < 1
Nesteggs Retirement Plan Services Inc. Jacksonville, FL Nov 2015 - Dec 2016 1
Global Retirement Partners, LLC Tavares, FL Apr 2015 - Nov 2015 < 1
Lpl Financial LLC Tavares, FL Jun 2013 - Nov 2015 2
Independent Financial Partners Tavares, FL May 2014 - Apr 2015 < 1
Edd Holder And Associates Tavares, FL Jul 2011 - Jun 2013 1
H & R Block Apopka, FL Jan 2008 - Apr 2012 4
Bates & Company, P.a. Winter Park, FL May 2005 - Apr 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2015
S65 NASAA Investment Advisors Law Examination Sep 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 Teressa S. Brunson
Phone Number: 800-258-3648
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,112
    MILLIONS
  • Total Number of Accounts
    10,823
    ACCOUNTS
  • Average Account Value
    $195,168
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
  • 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, 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

Ready to hire a financial advisor? Get competitive proposals from Teressa Brunson and other advisors.
BADGES
78

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.