Teresa M. Adams

GADDIS PREMIER WEALTH ADVISORS LLC

Denison, TX 75020

Some features on this profile are disabled

CRD#: 4044152

Professional summary

Teresa Marie Adams is a registered financial advisor currently at GADDIS PREMIER WEALTH ADVISORS LLC located in Denison, Texas.

Teresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Teresa has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. 10/16/2017 - NOTARY/ OTHER - NOTARY/ 1%/ DENISON, TX. 2. 8/2/2019 - MVP Service Solutions - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 06/01/2019 - 3 Hours Per Month During Securities Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teresa Marie Adams'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

June 23, 2022 - Present

GADDIS PREMIER WEALTH ADVISORS LLC

Office #1: 1430 W. Crawford, Denison, TX 75020

RIA

CRD#: 317837

Denison, TX

Past

October 16, 2017 - July 6, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

DENISON, TX

Past

October 16, 2017 - July 6, 2022

LPL FINANCIAL LLC

CRD#: 6413

DENISON, TX

Past

August 30, 2010 - October 17, 2017

EDWARD JONES

RIA

CRD#: 250

POTTSBORO, TX

Past

August 16, 2010 - October 17, 2017

EDWARD JONES

CRD#: 250

POTTSBORO, TX

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".

GADDIS PREMIER WEALTH ADVISORS LLC

CRD#: 317837 / SEC#: 801-125772

RIA

Registered Investment Advisory firm - (5/31/2022 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

Texas
(6/23/2022)

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

IAR

Series 66

Date: 8/27/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2010

General Securities Representative Examination

Current Firm

GADDIS PREMIER WEALTH ADVISORS LLC

CRD#: 317837 / SEC#: 801-125772

RIA

Registered Investment Advisory firm - (5/31/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

202 W Main, Durant, OK 74701

Mailing Address

Phone number

(580) 745-8133

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GADDIS ADV PART 2A BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,998
AUM (Assets Under Management)	$ 314,015,320

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.

Similar Advisors

Azam Qayum

CETERA ADVISORS LLC

GREENWOOD VILLAGE, IL

Austin Shortreed

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Cortland, OH

John Valencia

LPL FINANCIAL LLC

IAR

LARGO, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Teresa M. Adams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teresa Marie Adams's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

GADDIS PREMIER WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/27/2010

SIE

Date: 10/1/2018

Series 7

Date: 8/15/2010

Current Firm

GADDIS PREMIER WEALTH ADVISORS LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GADDIS PREMIER WEALTH ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors