Teresa Shaffer is a CFP-designated registered investment advisor, based in Sterling, VA, with 15 years of industry experience. Teresa is also registered as a broker, so some compensation may come from commissions on products sold.
Location
22550 Davis Dr, Fl 2, Sterling, VA, 20164
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Regulatory History
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 owns and manages two rental properties in Sterling, VA, since 2020 and 2024 respectively. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Truist Investment Services, INC.
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
State Registrations27 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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