Teresa White is a registered investment advisor at Newedge Advisors, based in Southern Pines, NC, with 24 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
103 Bradford Village Court, Southern Pines, NC, 28387
Get directionsHistory
Regulatory History (2)
Judgment / Lien
March 2012Judgment / Lien
August 2011Other Business Activities
Teresa owns rental property since 2007, dedicating about 10-20% of her time to rent collection. She also works in an administrative role for Turnberry Properties LLC and is an Investment Advisor Representative with NewEdge Advisors, LLC.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Milestone Advisory Partners, LLC
Wells Fargo Advisors, LLC
State Registrations1 state
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.