Teresa Finney
Teresa Finney is a ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Austin, TX, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
6034 West Courtyard Drive, Suite 305, Austin, TX, 78730
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Teresa is a co-managing manager and co-owner of 360 Shoal Creek Interests LLC and Pixel Creations LLC since 2014, dedicating minimal time to each. She is also a committee member at Great Hills Country Club since 2023, spending minimal time providing financial oversight.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Rotan Mosle INC.Broker
State Registrations29 states
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