Teresa Rodriguez
Teresa Rodriguez is a registered investment advisor at Raymond James & Associates, INC., based in Alpharetta, GA, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Alpharetta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Teresa volunteers at Northeastern University, coordinating alumni meetings in Georgia for about an hour per month. She also serves as Power of Attorney for two cousins, Mercedes Polanco & Rosemary Koesling, without compensation.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.Broker
State Registrations1 state
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