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Teresa Marie Adams

GADDIS PREMIER WEALTH ADVISORS LLC·DURANT, Oklahoma
SIE, Series 7, Series 66Clean record15 years registeredGADDIS PREMIER WEALTH ADVISORS LLC
202 W MAIN, DURANT, OK 74701CRD# 4044152Firm CRD# 317837

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Teresa Marie Adams · DURANT, OK
Registration
CRD #4044152 · GADDIS PREMIER WEALTH ADVISORS LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

GADDIS PREMIER WEALTH ADVISORS LLC
Jun 2022 – present
LPL FINANCIAL LLC
Oct 2017 – Jul 2022
DENISON, TX
EDWARD JONES
Aug 2010 – Oct 2017
POTTSBORO, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 30, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GADDIS PREMIER WEALTH ADVISORS LLC
CRD 317837 · SEC 801-125772
AUM
$279M
Regulatory assets under management
Employees
16
1,907 client accounts
Services offered by GADDIS PREMIER WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GADDIS PREMIER WEALTH ADVISORS LLC →
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05

Frequently Asked Questions

What services does Teresa Marie Adams offer?
Teresa Marie Adams specializes in Financial Planning, Investment Management. Contact their office in DURANT, Oklahoma for a consultation.
What are Teresa Marie Adams's credentials?
Teresa Marie Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Teresa Marie Adams located?
Teresa Marie Adams is based in DURANT, Oklahoma, working with GADDIS PREMIER WEALTH ADVISORS LLC. Their office serves clients in the DURANT metropolitan area and surrounding communities.
How does Teresa Marie Adams charge for services?
Teresa Marie Adams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GADDIS PREMIER WEALTH ADVISORS LLC?
GADDIS PREMIER WEALTH ADVISORS LLC has approximately 16 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GADDIS PREMIER WEALTH ADVISORS LLC

Leigh Ann Gaddis
DURANT, OK
Roger Dale Gaddis
DURANT, OK
CFP
Tammy Jo Byrd
DURANT, OK
Dave Allan Reed
DURANT, OK
Derek Jonathon Hines
DURANT, OK

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
TULSA (131)OKLAHOMA CITY (107)EDMOND (16)BARTLESVILLE (13)ARDMORE (5)PONCA CITY (3)BETHANY (3)GROVE (1)CLINTON (1)NORMAN (1)
City Guides
TULSA GuideOKLAHOMA CITY GuideEDMOND GuideBARTLESVILLE GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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