Teresa Edgemon is a registered investment advisor, based in Blue Ash, OH, with 26 years of industry experience.
Location
9825 Kenwood Road, Suite 108, Blue Ash, OH, 45242
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Teresa is licensed to sell accident, life, health, and variable insurance products, but is not currently selling them. She may do so in the future.
Employment History
Current Registrations
World Investments, LLC
July 2024 - Present · 1 yr 10 mos
World Investment Advisors, LLC
July 2024 - Present · 1 yr 10 mos
World Investments, LLCBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Ameriprise Financial Services, LLC
May 2016 - July 2024 · 8 yrs 2 mos
Ameriprise Financial Services, LLCBroker
April 2016 - July 2024 · 8 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - October 2015 · 2 yrs 8 mos
Morgan Keegan & Company, INC.Broker
August 2000 - February 2013 · 12 yrs 6 mos
J.C. Bradford & CO.Broker
February 1999 - July 2000 · 1 yr 5 mos
State Registrations1 state
OH
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.