Theresa Gernhard
Theresa Gernhard is a registered investment advisor at Cetera Investment Advisers LLC, based in Bluffton, SC, with 27 years of industry experience. Theresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Bluffton, SC
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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
Theresa is the owner of Tacco Financial Group, LLC, an insurance and investment practice. This activity takes nearly all of Theresa's time.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Jonathan Roberts Advisory Group, INC.
J.W. Cole Financial, INC.Broker
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Park Avenue Securities LLCBroker
Waddell & Reed, INC.Broker
State Registrations8 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.