Teresa D. Meyer

PARA WEALTH ADVISORS

Camas, WA 98607

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CRD#: 2608358

Professional summary

Teresa Dawn Elizabeth Meyer, who also goes by Teri Meyer, Teri Olson, Teresa Dawn Elizabeth Rocksolson, is a registered financial advisor currently at PARA WEALTH ADVISORS, INC. located in Camas, Washington.

Teresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Teresa has worked at 4 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Teri Meyer | Teri Olson | Teresa Dawn Elizabeth Rocksolson

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teresa Dawn Elizabeth Meyer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 2, 2022 - Present

PARA WEALTH ADVISORS, INC.

Office #1: 2005 Se 192nd Ave Suite 200, Camas, WA 98607

RIA

CRD#: 322683

Camas, WA

Past

May 26, 2017 - November 16, 2022

SECURITY FIRST ADVISORS

RIA

CRD#: 117502

Portland, OR

Past

January 9, 2003 - August 4, 2010

D.A. DAVIDSON & CO.

RIA

CRD#: 199

LAKE OSWEGO, OR

Past

December 3, 1998 - August 4, 2010

D.A. DAVIDSON & CO.

CRD#: 199

LAKE OSWEGO, OR

Past

May 3, 1995 - December 11, 1998

BLACK & COMPANY, INC.

CRD#: 95

PORTLAND, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARA WEALTH ADVISORS, INC.

CRD#: 322683 / SEC#: 801-126401

RIA

Registered Investment Advisory firm - (8/18/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(10/2/2022)

IAR

Texas
(10/2/2022)

IAR

Washington
(10/2/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/12/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/2/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/5/1997

General Securities Principal Examination

Current Firm

PARA WEALTH ADVISORS, INC.

CRD#: 322683 / SEC#: 801-126401

RIA

Registered Investment Advisory firm - (8/18/2022 Approved)

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Contact information

Main Address

2005 Se 192nd Ave Suite 200, Camas, WA 98607

Mailing Address

Phone number

(360) 558-7058

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (2/14/2025)

Regulatory assets under management

Total Number of Accounts	823
AUM (Assets Under Management)	$ 194,810,968

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Teresa D. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teresa Dawn Elizabeth Meyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITY FIRST ADVISORS

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

BLACK & COMPANY, INC.

Primary Firm SEC Registration

PARA WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/12/1995

Series 7

Date: 5/2/1995

Series 24

Date: 3/5/1997

Current Firm

PARA WEALTH ADVISORS, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARA WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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