Teri Hirt
Teri Hirt is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Germantown, TN, with 12 years of industry experience. Teri is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2176 West St, Ste 100, Germantown, TN, 38138
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Teri volunteers as a board member for Thrive Memphis and FPA Greater Memphis, and owns Hirt Investments LLC, a rental property business. Teri also works as an agent/broker for Shoemaker Financial selling fixed insurance products, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations20 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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