Theresa Badgett is a registered investment advisor, based in Grapevine, TX, with 24 years of industry experience.
Location
Grapevine, TX
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Regulatory History (3)
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Financial
May 2021Final
Customer Dispute
December 2013Settled
Customer Dispute
November 2008Denied
Other Business Activities
Theresa owns Badgett Tax & Financial as a sole proprietor and is a managing member of LTMRI LLC, both providing tax preparation and accounting services, taking nearly full-time. She also owns Shave It Juice It LLC, a shaved ice stand, and is a partner/general partner in Colejack, LLC, a rental property owner/management company.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
July 2014 - September 2025 · 11 yrs 2 mos
Avantax Investment Services, INC.Broker
May 2014 - September 2025 · 11 yrs 4 mos
TradingblockBroker
September 2012 - May 2014 · 1 yr 8 mos
Brokersxpress LLC
April 2007 - September 2012 · 5 yrs 5 mos
Brokersxpress LLCBroker
August 2006 - September 2012 · 6 yrs 1 mo
H.D. Vest Investment ServicesBroker
April 2001 - August 2006 · 5 yrs 4 mos
State Registrations5 states
AZLAMSNCTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.