Theodore Halseth
Theodore Halseth is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Spring, TX, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1701 City Plaza Dr, Ste G-105, Spring, TX, 77389
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Theodore provides financial advice to members of Addison Avenue Investment Services and works as a financial advisor for First Tech Federal Credit Union, dedicating about half of his time to each. He also owns rental real estate properties, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Addison Avenue Financial Partners, LLC
Essex National Securities, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Sentinel Financial Services CompanyBroker
Jmc Investment Services, INC.Broker
First Tennessee Brokerage, INC.Broker
Robert Thomas Securities, INCBroker
Painewebber IncorporatedBroker
State Registrations22 states
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