Teresa Newton Combs

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2016 → 04/2018
  Wells Fargo Clearing Services, Llc
  Macon, GA
• 04/2018 → Present
  Raymond James And Associates
  Macon, GA
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Macon, GA

Previous Registrations

• 2008-01-01 → 2018-04-23
  Wells Fargo Clearing Services, Llc
  Macon, GA
  Macon, GA
• 2006-05-22 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Macon, GA
  St. Louis, MO
• 2001-09-10 → 2006-05-16
  Synovus Securities, Inc.
  Warner Robins, GA
  Warner Robins, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-09
• S63 Uniform Securities Agent State Law Examination
  1994-01-18

Other Names

• Teresa N Combs
• Teresa Newton Morris
• Teresa Morris