TB
TB
Theresa Bursey
20 Years of Experience
St. Petersburg, FL
1 DisclosureBroker
Theresa Bursey is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 20 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
880 Carillon Parkway, St. Petersburg, FL, 33716
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2015Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
August 2022 - Present · 3 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2022 - Present · 3 yrs 9 mos
Raymond James & Associates, INC.
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
September 2016 - August 2022 · 5 yrs 11 mos
UBS Financial Services INC.Broker
September 2012 - August 2022 · 9 yrs 11 mos
UBS Global Asset Management (US) INC.Broker
March 2006 - September 2012 · 6 yrs 6 mos
UBS Financial Services INC.
December 2005 - March 2006 · 3 mos
UBS Financial Services INC.Broker
September 2005 - March 2006 · 6 mos
State Registrations1 state
FL
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.