Teresa Fisher
Teresa Fisher is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Los Angeles, CA, with 19 years of industry experience. Teresa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1999 Avenue of the Stars, Ste 2200, Los Angeles, CA, 90067
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Regulatory History (1)
Customer Dispute
August 2026Other Business Activities
Teresa is the Women's Committee Chair and a Board Member for the Association for Corporate Growth, spending a few hours per week on business networking event planning. She also has a 5% ownership in Dynamic AG with her spouse, acts as co-trustee for her father's trust, and holds power of attorney for her brother, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
State Registrations30 states
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
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