Teresa Breanna Sanders

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2008 → Present
  First Interstate Bank
  Billings, MT
• 06/2011 → 11/2016
  Cetera Investment Services Llc
  St. Cloud, MN
• 11/2016 → Present
  Lpl Financial, Llc
  Billings, MT

Other Businesses

1. 11/29/2016 - FIRST INTERSTATE INVESTMENT SERVICES - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 7/8/2020 - First Interstate Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Trust Specialist - Started 11/29/2019 - 170 Hours Per Month - Trust Specialist, Billings Wealth/Investment Management team.

Exams

• S66 Uniform Combined State Law Examination
  2017-03-30

Other Names

• Teresa Breanna Allen
• Teresa Breanna Allen