Theresa M. Aguillard

ADVANTAGE WEALTH MANAGEMENT, L.L.C.

LAFAYETTE, LA 70508

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CRD#: 4170771

Professional summary

Theresa Marie Aguillard, who also goes by Theresa Folse, is a registered financial advisor currently at ADVANTAGE WEALTH MANAGEMENT, L.L.C. located in Lafayette, Louisiana.

Theresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Theresa has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Theresa Folse

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 Theresa Marie Aguillard's 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

April 29, 2005 - Present

ADVANTAGE WEALTH MANAGEMENT, L.L.C.

Office #1: 100 Asma Boulevard Suite 203, Lafayette, LA 70508

RIA

CRD#: 135092

LAFAYETTE, LA

Past

October 2, 2003 - April 11, 2005

CULLEN INVESTMENT GROUP, LTD.

RIA

CRD#: 18266

LAFAYETTE, LA

Past

August 1, 2003 - April 11, 2005

CULLEN INVESTMENT GROUP, LTD.

CRD#: 18266

LAFAYETTE, LA

Past

August 13, 2002 - June 2, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LAFAYETTE, LA

Past

March 15, 2002 - June 2, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

May 16, 2000 - March 11, 2002

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 16, 2000 - March 11, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Louisiana
(4/29/2005)

IAR

Texas
(10/5/2006)

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: 3/29/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/15/2000

General Securities Representative Examination

Current Firm

ADVANTAGE WEALTH MANAGEMENT, L.L.C.

ADVANTAGE WEALTH MANAGEMENT, L.L.C. | THERESA AGUILLARD INVESTMENTS | AGUILLARD, THERESA, MARIE, FOLSE

CRD#: 135092 / SEC#:

Florida

Registered Investment Advisory firm - (12/21/2011 Terminated)

Louisiana

Registered Investment Advisory firm - (4/29/2005 Approved)

Texas

Registered Investment Advisory firm - (10/5/2006 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

2600 Ambassador Caffery Pkwy Suite G, Lafayette, LA 70506

Mailing Address

Phone number

(337) 210-1264

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 4,875,454

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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Theresa M. Aguillard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theresa Marie Aguillard's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVANTAGE WEALTH MANAGEMENT, L.L.C.

CULLEN INVESTMENT GROUP, LTD.

CULLEN INVESTMENT GROUP, LTD.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/29/2002

Series 7

Date: 5/15/2000

Current Firm

ADVANTAGE WEALTH MANAGEMENT, L.L.C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADVANTAGE WEALTH MANAGEMENT, L.L.C.

TRUST BUT VERIFY

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