Best Investors Account Sign in
Inactive

Teresa Dawn Elizabeth Meyer

Para Wealth Advisors, Inc.

Camas, WA

Claim This Profile
Current Employers
Para Wealth Advisors, Inc.

2005 Se 192Nd Ave Suite 200, Camas, WA 98607 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-12-18
TX RA APPROVED 2022-10-02
WA RA APPROVED 2022-10-02
  • OR RA
    APPROVED
    Since 2024-12-18
  • TX RA
    APPROVED
    Since 2022-10-02
  • WA RA
    APPROVED
    Since 2022-10-02

Branch Locations

2005 Se 192Nd Ave Suite 200, Camas, WA 98607 • 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
OrganizationCityStateFromTo
Security First Advisors Portland OR 05/2017 09/2022
Para Wealth Advisors Camas WA 10/2022 Present
U.S. Trust, Bank Of America, N.A. Portland OR 12/2010 05/2017
  • 05/2017 → 09/2022
    Security First Advisors
    Portland, OR
  • 10/2022 → Present
    Para Wealth Advisors
    Camas, WA
  • 12/2010 → 05/2017
    U.S. Trust, Bank Of America, N.A.
    Portland, OR
Previous Registrations
  • 2017-05-26 → 2022-11-16
    Security First Advisors
    Portland, OR
  • 2003-01-09 → 2010-08-04
    D.A. Davidson & Co.
    Portland, OR
    Lake Oswego, OR
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-05-12
  • S63 Uniform Securities Agent State Law Examination
    1995-05-12
Designations
Other Names
  • Teri Meyer
  • Teresa Dawn Elizabeth Rocksolson
  • Teri Olson

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
VITA PLANNING GROUP LLC
LPL FINANCIAL LLC
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

RYAN FARRELL JENSEN
Timothy Daniel Gallagher
ERIK HANS HANSEN
Karl Erik Hansen
CHRISTOPHER BLAKE FOSTER
Matthew Ward Justis
Robert George Barber
Connie J. Walker

Other Offices

CETERA INVESTMENT ADVISERS LLC · CAMAS, WA
VITA PLANNING GROUP LLC · CAMAS, WA
LPL FINANCIAL LLC · CAMAS, WA
EDWARD JONES · CAMAS, WA
U.S. BANCORP ADVISORS, LLC · Camas, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Camas, WA
LPL FINANCIAL LLC · WASHOUGAL, WA
EDWARD JONES · WASHOUGAL, WA

More in Camas, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor