Teresa Ann Parker

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2015-04-09

CA RA
APPROVED

Since 2015-04-09

Branch Locations

Riverside, CA • United States

3600 Lime Street, Suite 2, Riverside, CA 92501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Capfinancial Partners, Llc. (Captrust)	Raleigh	NC	06/2014	Present

06/2014 → Present

Capfinancial Partners, Llc. (Captrust)

Raleigh, NC

Previous Registrations

2014-07-02 → 2015-04-09

Capfinancial Securities, Llc.

Riverside, CA

Raleigh, NC
2013-05-07 → 2014-06-20

Beacon Pointe Wealth Advisors, Llc

Riverside, CA

Newport Beach, CA
2002-01-15 → 2013-04-26

Independent Financial Advisors Llc

Riverside, CA

Other Businesses

Name: Southern California News Group Address: 625 n. Grand Ave., Santa Ana, CA 92701 or 2190 S. Towne Centre Pl., Anaheim, CA 92806 Not Investment Related Nature: Author Position/Title: Contributing Columnist Start: 03/11/2026 Hours/Month: 4 Hours during Market Hours: 4 Duties: Create monthly article is submitted to SCNG under the column name of Women on Money and Mindset.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-12-05

S65 Uniform Investment Adviser Law Examination

2001-12-05

Designations

Certified Financial Planner

Other Names

Teri Ann Parker

View on SEC IAPD