Teresa Zipf is a CFP-designated registered investment advisor, based in Northfield, NJ, with 21 years of industry experience.
Location
1555 Zion Road, Suite 101, Northfield, NJ, 08225
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Teresa is an independent contractor and financial advisor at TLZipf Wealth Management LLC since April 2024. This takes about half of Teresa's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Raymond James Financial Services Advisors, INC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Benjamin F. Edwards & Company, Incorporated
September 2012 - May 2024 · 11 yrs 8 mos
Benjamin F. Edwards & Company, INC.Broker
September 2012 - May 2024 · 11 yrs 8 mos
Wells Fargo Advisors, LLC
January 2008 - September 2012 · 4 yrs 8 mos
Wells Fargo Advisors, LLCBroker
January 2008 - September 2012 · 4 yrs 8 mos
A. G. Edwards & Sons, INC.
January 2005 - January 2008 · 3 yrs
A. G. Edwards & Sons, INC.Broker
January 2005 - January 2008 · 3 yrs
State Registrations28 states
ALAZCACOCTDCDEFLHIMAMDMNMONCNHNJNVNYOHOKPARISCTXVAVTWAWI
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Exams
No exam information available for this advisor.