Teresa Gay Edgemon

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2016 → 03/2020
  Ameriprise Financial Services, Inc.
  Cincinnati, OH
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Cincinnati, OH
• 07/2024 → Present
  World Investments, Inc.
  Lincroft, NJ
• 07/2024 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Previous Registrations

• 2016-05-17 → 2024-07-08
  Ameriprise Financial Services, Llc
  Cincinnati, OH
  Fairfield, OH

Other Businesses

1. INSURANCE - LICENSED TO SELL ACCIDENT/LIFE/HEALTH/VARIABLE SALES AND SERVICES; 0 HRS MO, 0 HRS DURING TRADING HOURS (NOT CURRENTLY SELLING, BUT MAY DO SO IN THE FUTURE)

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-03-10

Other Names

• Teri Edgemon
• Teresa Edgeman
• Teresa Braun
• Teresa Gay Braun