Teresa Barie
Teresa Barie is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Olean, NY, with 32 years of industry experience. Teresa is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
487 N Union St, Olean, NY, 14760
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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 sells fixed insurance products, including life and long-term care, dedicating a few hours per week. She also manages H&R Block and provides financial services through Fox Holdings and Fox Financial, spending about a quarter of her time on these activities. Additionally, Teresa co-owns and manages several rental properties, and acts as power of attorney, dedicating minimal time to these endeavors.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
H.D. Vest Advisory Services, INC
Avantax Investment Services, INC.Broker
State Registrations13 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.
Exams
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