Teresa Haire
Teresa Haire is a registered investment advisor at Stratos Wealth Partners, LTD, based in Prescott, AZ, with 25 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.
With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.
A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.
Location
100 E Sheldon, Suite 105, Prescott, AZ, 86301
Get directionsHistory
Regulatory History (1)
Financial
November 2020Other Business Activities
Teresa is involved in several investment-related activities, primarily through DBAs for LPL business and registered investment advisor roles, often dedicating full-time hours. She also works as a consultant for Usborne Books and More, spending a few hours per week.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Piper Jaffray & CO.Broker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations4 states
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.