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Theresa Schachner
26 Years of Experience
Elmhurst, IL
1 DisclosureBroker
Theresa Schachner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Elmhurst, IL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
105 S. York St., Suite 525, Elmhurst, IL, 60126
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
May 2014Other Business Activities
Theresa owns Romes Investment Center as a support company/DBA since 2014. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2014 - Present · 11 yrs 11 mos
Raymond James Financial Services, INC.
June 2014 - Present · 11 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
Edward Jones
August 2008 - June 2014 · 5 yrs 10 mos
Edward JonesBroker
November 2000 - June 2014 · 13 yrs 7 mos
Liberty Securities CorporationBroker
September 1999 - November 2000 · 1 yr 2 mos
State Registrations15 states
AZCOFLILINLAMOMTNCNYOHTXVAWAWI
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.