Advisor at Gaddis Premier Wealth Advisors LLC
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Firm
Gaddis Premier Wealth Advisors LLC
Location
Denison, TX 75020
Credentials
Series 66
Industry experience
15 years
Teresa Adams is a financial advisor at Gaddis Premier Wealth Advisors LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Edward Jones. Outside of her advisory role, she is a commissioned notary in Denison, TX. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term investment approach.
Based on Gaddis Premier Wealth Advisors LLC
Based on Gaddis Premier Wealth Advisors LLC
Fixed fee engagements up to $10,000 for one-time financial planning or up to $10,000 per annum for ongoing financial planning services
Up to 2% of assets under management per annum
Certain advisory persons receive commissions as registered representatives and insurance agents separately from advisory fees
Hourly fees of $300 for standalone financial planning services
Fee-only: Financial planning fees offered on hourly or fixed fee basis
1430 W. Crawford
Denison, TX 75020
Texas
Gaddis Premier Wealth Advisors LLC
2022 - Present (4 years)
Lpl Financial, Llc
2017 - 2022 (5 years)
Edward Jones
2010 - 2017 (7 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Sherman, TX
Main Street Asset Managment
Series 66
Pottsboro, TX
Diligent Investors, LLC
Series 63, Series 66
Denison, TX
Gaddis Premier Wealth Advisors LLC
Series 66
Sherman, TX
Benjamin F. Edwards & Company, Inc.
Series 63, Series 65
Sherman, TX
Hilltop Securities inc.
CFP®, Series 66
Sherman, TX
Benjamin F. Edwards & Company, Inc.
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