Unclaimed Profile

Teri Lyn Weigel

PURCELL ADVISORY SERVICES, LLC·TACOMA, Washington

Clean recordPURCELL ADVISORY SERVICES, LLC

401 BROADWAY, TACOMA, WA 98402CRD# 342204Firm CRD# 117238

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Teri Lyn Weigel · TACOMA, WA

Registration

CRD #342204 · PURCELL ADVISORY SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Teri Lyn Weigel is a registered financial advisor based in TACOMA, Washington, affiliated with PURCELL ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Client Types

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PURCELL ADVISORY SERVICES, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at PURCELL ADVISORY SERVICES, LLC →

Services

Financial planning

Security ratings or pricing services

Background

Compensation

Other: REFERRAL FEES

Regulatory

SEC/IARD CRD# 342204

Firm CRD# 117238

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Teri Lyn Weigel offer?

Teri Lyn Weigel specializes in Financial Planning. Contact their office in TACOMA, Washington for a consultation.

What are Teri Lyn Weigel's credentials?

Teri Lyn Weigel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Teri Lyn Weigel located?

Teri Lyn Weigel is based in TACOMA, Washington, working with PURCELL ADVISORY SERVICES, LLC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.

How does Teri Lyn Weigel charge for services?

Teri Lyn Weigel's firm is compensated through other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PURCELL ADVISORY SERVICES, LLC?

PURCELL ADVISORY SERVICES, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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