Theresa Dollard is a registered investment advisor, based in St. Petersburg, FL, with 32 years of industry experience.
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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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 →Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2019 - Present · 7 yrs 3 mos
Raymond James Financial Services, INC.
February 2019 - Present · 7 yrs 3 mos
Raymond James & Associates, INC.
October 2016 - Present · 9 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2016 - Present · 9 yrs 7 mos
Raymond James & Associates, INC.
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
VALIC Financial Advisors, INC.
September 2012 - October 2016 · 4 yrs 1 mo
VALIC Financial Advisors, INC.Broker
June 2011 - October 2016 · 5 yrs 4 mos
Transamerica Financial Advisors, INC.Broker
May 2009 - September 2009 · 4 mos
Transamerica Financial Advisors, INCBroker
August 2007 - June 2011 · 3 yrs 10 mos
Ing Financial Advisers, LLCBroker
December 1995 - August 2007 · 11 yrs 8 mos
Aetna Investment Services, INC.Broker
October 1993 - May 1995 · 1 yr 7 mos
Aetna Life Insurance and Annuity CompanyBroker
June 1993 - October 1993 · 4 mos
State Registrations1 state
FL
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.