Teresa Harris
Teresa Harris is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Houston, TX, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
800 Capitol St, Pbig - Houston Ii, Houston, TX, 77002
Get directionsHistory
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 Activities
Teresa is creating and selling an audio book on topics like cooking, traveling, or fitness, unrelated to her financial work. This activity takes a few hours per week.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Morgan StanleyBroker
Morgan Stanley
LPL Financial LLC
LPL Financial LLCBroker
World Group Securities, INC.Broker
Investment Advisors International, INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Pfic Advisors, INC.
Pfic Securities CorporationBroker
Comerica Securities
Comerica SecuritiesBroker
Technology Capital Management, LLCBroker
Citicorp Investment ServicesBroker
State Registrations34 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.