Teresa L. Hughes

INTEGRITY WEALTH LLC

EUGENE, OR 97401

Some features on this profile are disabled

CRD#: 6561875

Professional summary

Teresa Lynn Hughes, who also goes by Teresa Lynn Buss, Teri Lynn Buss, Teresa Hughes, Teri Lynn Hughes, Teri Hughes, is a registered financial advisor currently at INTEGRITY WEALTH LLC located in Eugene, Oregon.

Teresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Teresa has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Teresa Lynn Buss | Teri Lynn Buss | Teresa Hughes | Teri Lynn Hughes | Teri Hughes

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 Lynn Hughes'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 8, 2024 - Present

INTEGRITY WEALTH LLC

Office #1: 576 Olive Street Suite 303, Eugene, OR 97401

RIA

CRD#: 330809

EUGENE, OR

Past

October 3, 2023 - July 10, 2024

TRUE PRIVATE WEALTH ADVISORS, LLC

RIA

CRD#: 164947

Eugene, OR

Past

July 1, 2021 - October 17, 2022

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Eugene, OR

Past

July 1, 2021 - October 17, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Eugene, OR

Past

August 27, 2020 - May 3, 2021

44 WEALTH MANAGEMENT LLC

RIA

CRD#: 309647

EUGENE, OR

Past

June 7, 2016 - August 25, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

EUGENE, OR

Past

April 21, 2016 - August 25, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

EUGENE, 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".

INTEGRITY WEALTH LLC

INTEGRITY FINANCIAL | SANDERS COFFEE GROUP LLC | INTEGRITY WEALTH LLC

CRD#: 330809 / SEC#: 801-130226

RIA

Registered Investment Advisory firm - (5/6/2024 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
(10/8/2024)

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: 6/6/2016

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: 4/21/2016

General Securities Representative Examination

Current Firm

INTEGRITY WEALTH LLC

INTEGRITY FINANCIAL | SANDERS COFFEE GROUP LLC | INTEGRITY WEALTH LLC

CRD#: 330809 / SEC#: 801-130226

RIA

Registered Investment Advisory firm - (5/6/2024 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

576 Olive Street Suite 303, Eugene, OR 97401

Mailing Address

Phone number

(541) 650-6061

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

INTEGRITY WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/31/2025)

Regulatory assets under management

Total Number of Accounts	764
AUM (Assets Under Management)	$ 260,316,725

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

Phillip Smith

CETERA INVESTMENT ADVISERS LLC

IAR

EUGENE, OR

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Teresa L. Hughes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teresa Lynn Hughes's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE PRIVATE WEALTH ADVISORS, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

44 WEALTH MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

INTEGRITY WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/6/2016

SIE

Date: 10/1/2018

Series 7

Date: 4/21/2016

Current Firm

INTEGRITY WEALTH LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRITY WEALTH LLC

TRUST BUT VERIFY

Similar Advisors