Teresa Lundine (CRD# 2554961) is an Investment Advisor Representative working at United Advisors America in Franklin, TN and has over 29 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zach Taylor Real Estate | Eagleville, TN | Jun 2021 - Current | 2 |
| United Advisors America | Prosper, TX | Jun 2021 - Current | 2 |
| Alliance America | University Park, FL | May 2021 - Current | 2 |
| Ronald D Buck , Inc. | Franklin, TN | Jan 2018 - Current | 6 |
| Lioncrest Realty | Fairview, TN | Mar 2020 - Jun 2021 | 1 |
| Lincoln Investment | Fort Washington, PA | Jun 2020 - Sep 2020 | < 1 |
| Capital Analysts | Fort Washington, PA | Jun 2020 - Sep 2020 | < 1 |
| Exit Realty | Nashville, TN | Jan 2020 - Mar 2020 | < 1 |
| R.m. Stark & Company,inc. | Delray Beach, FL | Mar 2018 - Dec 2018 | < 1 |
| Soaring Eagle Campground | Lenoir City, TN | Apr 2016 - Dec 2017 | 1 |
| Vfa | Pompano Beach, FL | Oct 2002 - Apr 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TN
-
Total Assets Under Management260MILLIONS
-
Total Number of Accounts2,249ACCOUNTS
-
Average Account Value$115,685
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, CO, FL, GA, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NJ, OH, OK, PA, TN, TX, VA, WI
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 derived from SEC.gov data covering 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.
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.