TS
CFP
TS
CFP

Teresa Shea

23 Years of Experience
Jacksonville, FL
BrokerSells Insurance

Teresa Shea is a CFP-designated registered investment advisor, based in Jacksonville, FL, with 23 years of industry experience.

Location

Jacksonville, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Teresa is an independent insurance agent for various companies through Partners Financial Network, dedicating about half her time to Griffin Insurance Agency. She also works as an advisory representative of a RIA and is a member of a real estate venture.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
April 2021 - Present · 5 yrs 1 mo
Cambridge Investment Research, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Lincoln Financial Securities Corporation
April 2006 - April 2021 · 15 yrs
Lincoln Financial Securities CorporationBroker
February 2006 - April 2021 · 15 yrs 2 mos
Edward JonesBroker
January 2003 - February 2006 · 3 yrs 1 mo
State Registrations5 states
FLNCNYSCTX
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.