Teresa Marie Shumila-Wilder

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 03/2009 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 09/2003 → Present
  Champagne & Bibeault, Llc
  North Attleboro, MA
• 05/2013 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Other Businesses

1)TERESA SHUMILA 80 TANGLEWOOD DRIVE ATTLEBORO, MA 02703 BEGAN 10/10/13 AS BOOKKEEPER; HANDLING ACCOUNTS PAYABLE, BANK AND CREDIT CARD RECONCILIATION. NOT INVESTMENT RELATED. DEVOTES 7 HRS/WK. NONE DURING TRADING. 2)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 1/MO - 1/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3)RENTAL INVESTMENT PROPERTY - S & W REALTY TRUST,1 WEEKDAY HOUR, NO COMPENSATION. 4.BRIGGS NURSERY INC, 295 KELLEY BLVD, NORTH ATTLEBORO, MA, 5/2018 AS OFFICE MANAGER OF GARDEN CENTER. NIR - 20/WK - 15/TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2013-04-29
• S63 Uniform Securities Agent State Law Examination
  2000-11-17

Other Names

• Teresa Marie Serafini
• Teresa Marie Shumila