Teresa
Adams
Gaddis Premier Wealth Advisors LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Teresa Adams is a financial advisor based in Denison, Texas with a total of 1 year of relevant experience. Adams is an employee of Gaddis Premier Wealth Advisors LLC. Their career trajectory has included roles at Edward Jones, Lpl Financial, LLC and Gaddis Premier Wealth Advisors LLC. Adams has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Gaddis Premier Wealth Advisors LLC is a registered investment company that has its headquarters in Durant, OK. The firm has offices in seven locations and a total of 14 people on staff. It controls $227 million in assets under management across its 1,677 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 1,677 client accounts, just 12% are held by high-net-worth clients who have greater than $1 million in investable assets. The business has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually vary depending on which services the firm provides the client. Fee types billed by Gaddis Premier Wealth Advisors LLC most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Gaddis Premier Wealth Advisors LLC Brokerage Details
$226,716,944
14
1,677
$135,192
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Teresa Adams Work History
Teresa has been registered as a financial advisor for 1 years.*
Gaddis Premier Wealth Advisors LLC
Lpl Financial, LLC
Edward Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Teresa Adams 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 Gaddis Premier Wealth Advisors LLC
Durant, OK
Denison, TX
Durant, OK
Durant, OK
Durant, OK
Durant, OK
Ardmore, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
