Teresa Ann Mcintyre
Professional Summary
Teresa Ann Mcintyre was a registered financial advisor. Teresa was a previously registered financial professional and started their career in finance 1988 - 2005. Teresa had worked at 4 firms and has passed the Series 63, Series 55, Series 52, Series 62 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
CAPITAL RUN LLC
Contact Information
Established
Washington since 02/28/2003Firm Type
Limited Liability CompanyFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAPITAL RUN HOLDINGS LLC | SHAREHOLDER | — |
| MCINTYRE, TERESA ANN | FINOP | 1697791 |
| SIEGLER, JOHN CAREY | MANAGING PARTNER | — |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Apr 2000Series 62 — Corporate Securities Limited Representative Examination
Passed Feb 1997Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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