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Teresa Rose Joelson

Christian Financial Advisors

New Braunfels, TX

CRD 6692942

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Employer firm

Christian Financial Advisors CRD 165811

$219M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • CONSULTING

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

Current Employers
Christian Financial Advisors

130 River Chase Way Suite B, New Braunfels, TX 78132 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-04-12
  • TX RA
    APPROVED
    Since 2018-04-12

Branch Locations

130 River Chase Way Suite B, New Braunfels, TX 78132 • 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
Durbin Bennett Private Wealth Management, Llc Austin TX 09/2015 04/2018
Christian Investment Advisors Inc New Braunfels TX 04/2018 Present
  • 09/2015 → 04/2018
    Durbin Bennett Private Wealth Management, Llc
    Austin, TX
  • 04/2018 → Present
    Christian Investment Advisors Inc
    New Braunfels, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-02
  • S65 Uniform Investment Adviser Law Examination
    2016-12-02
Other Names
  • Teresa Joelson

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
WEALTH WATCH ADVISORS, INC
PARK AVENUE SECURITIES LLC

Nearby Investors

ROGER EUGENE SIMMONS
Aaron Joseph Cormier
Cristian Daniel Ramirez

Nearby Offices

LPL FINANCIAL LLC · NEW BRAUNFELS, TX
WEALTH WATCH ADVISORS, INC · New Brunfels, TX
PARK AVENUE SECURITIES LLC · New Braunfels, TX

More in New Braunfels, TX

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