Teresa Holzwarth is a CFP-designated registered investment advisor, based in Wilmington, NC, with 31 years of industry experience.
Location
Wilmington, NC
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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 independent insurance agent for various companies through Rogers and Holzwarth Associates, dedicating a few hours per week to this role. She also works as an Investment Advisor Representative (IAR) for CIRA, spending about half her time managing client assets or preparing financial plans.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations1 state
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