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Teri Lyn Weigel

PURCELL ADVISORY SERVICES, LLC·TACOMA, Washington
Unclaimed Profile
401 BROADWAY, TACOMA, WA 98402CRD# 342204Firm CRD# 117238
01

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.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
PURCELL ADVISORY SERVICES, LLC
PURCELL ADVISORY SERVICES, LLC
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PURCELL ADVISORY SERVICES, LLC →
Services
Financial planning
Security ratings or pricing services
04

Background

Compensation
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 342204
Firm CRD# 117238
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)BELLINGHAM (55)
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Research
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