TK
TK

Teresa Kinney-Bishop

25 Years of Experience
Lawrence, KS
Broker

Teresa Kinney-Bishop is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lawrence, KS, with 25 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

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1425 Oread West, Suite 106, Lawrence, KS, 66049

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2009 - June 2012 · 3 yrs
AXA Advisors, LLC
January 2004 - June 2009 · 5 yrs 5 mos
AXA Advisors, LLCBroker
November 2003 - June 2009 · 5 yrs 7 mos
Morgan Stanley
April 2001 - November 2003 · 2 yrs 7 mos
Morgan Stanley Dw INC.Broker
July 1999 - November 2003 · 4 yrs 4 mos
State Registrations12 states
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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.
Teresa Kinney-Bishop - Financial Advisor | TrueAdvisor