Teresa Morris
Teresa Morris is a registered investment advisor at Cetera Investment Advisers LLC, based in Seabrook, TX, with 38 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Seabrook, TX
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Regulatory History
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 an insurance agent selling health and long-term care insurance, dedicating a few hours per week to this activity. She also owns TDM Wealth Management and co-owns a rental property.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Sunamerica Securities, INC.Broker
United Financial Markets, INC.Broker
Gna Securities, INC.Broker
State Registrations12 states
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