Teresa
Courts

Lincoln Financial Securities Corporation

CRD#4612650
Investment Advisor
in Raleigh, NC
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About this Advisor

Teresa Courts is a certified financial planner who works in Raleigh, North Carolina, with a total of 10 years of professional experience. Courts works at Lincoln Financial Securities Corporation. They have spent their complete employment at Lincoln Financial Securities Corporation. Courts maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina and Texas. Lincoln Financial Securities Corporation is a registered investment firm that has its headquarters in Raleigh, North Carolina. The investment advisory business has offices in 322 locations and a total of 1,017 employees. It manages $3 billion in total assets across its 13,186 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 23 charities and foundations. Of its 13,186 accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fee schedules vary depending on the type of services offered. Fees billed by Lincoln Financial Securities Corporation most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

9208-111 Falls Of Neuse Road
Raleigh, NC 27615

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Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$2,820,598,874

NC Average: $1,347,246,178
Total Number of Employees

938

NC Average: 46
Total Number of Accounts

14,485

NC Average: 1,775
Average Account Size

$194,726

NC Average: $759,012

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Teresa Courts Work History

Teresa has 10 years of experience.

2008 - Present (11 years)

Lincoln Financial Securities Corporation

Disclosures

Teresa Courts has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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