Teresa Marie Watters

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

• 12/2000 → Present
  Versolis Lending Grouop Inc.
  Grapevine, TX
• 12/2002 → 08/2020
  Steele-Watters, Llc.
  Grapevine, TX
• 11/2009 → 08/2020
  Waddell & Reed, Inc.
  Southlake, TX
• 12/2009 → 08/2020
  Various Insurance Carriers For W&R Insurance Agencies
  Grapevine, TX
• 01/2018 → 08/2020
  Jimmy Lee
  Southlake, TX
• 08/2020 → Present
  Lpl Financial Llc
  Plano, TX

Previous Registrations

• 2010-03-11 → 2020-09-10
  Waddell & Reed
  Colleyville, TX
  Edmond, OK
  Dallas, TX
  Southlake, TX
  Arlington, TX

Other Businesses

1)08/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - JTL WEALTH PARTNERS - INVESTMENT RELATED - PLANO, TX 2)2000 - MORTGAGE/REAL ESTATE SERVICES - O K A E ENTERPRISES INC - 30HRS/WEEK DURING TRADING - INVESTMENT RELATED - GRAPEVINE, TX 76051 3)2002 - MORTGAGE/REAL ESTATE SERVICES - VERSOLIS LENDING GROUP dba for O K A E ENTERPRISES INC - 30HRS/WEEK DURING TRADING - INVESTMENT RELATED - GRAPEVINE, TX 76051

Exams

• S66 Uniform Combined State Law Examination
  2010-03-09

Other Names

• Teresa Marie Banner
• Teresa Banner
• Teresa Watters