Teresa
Lundine
United Advisors America
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About this Advisor
Teresa Lundine is a financial advisor based in Franklin, Tennessee, working with United Advisors America. Teresa has previously held positions at Vfa, Zach Taylor Real Estate, R.M. Stark & Co., Inc, Ronald D Buck, Inc, Lincoln Investment, Capital Analysts, Lioncrest Realty, Soaring Eagle Campground, Exit Realty, Alliance America, and United Advisors America. Teresa has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Tennessee. Currently, Teresa is part of United Advisors America, which operates out of Franklin, Tennessee. The firm has 27 employees and manages assets totaling $260.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at United Advisors America includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Advisors America Brokerage Details
$260,175,011
27
2,249
$115,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Teresa Lundine Work History
Zach Taylor Real Estate
Alliance America
United Advisors America
Ronald D Buck , Inc
Lincoln Investment
Capital Analysts
Lioncrest Realty
Exit Realty
R.M. Stark & Co.,Inc
Soaring Eagle Campground
Vfa
Disclosures
Please visit the SEC profile of Teresa Lundine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Advisors America
Mukwonago, WI
Bloomington, MN
Atlanta, GA
St. Paul, MN
Bradenton, FL
Prosper, TX
Prosper, TX
Prosper, TX
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