Francie Teichman

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 06/2017 → 10/2018
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 05/2016 → 03/2017
  Jpmorgan Chase Bank, N.A.
  Tucson, AZ
• 04/2017 → 05/2017
  Unemployed
  Tucson, AZ
• 06/2017 → 06/2017
  Unemployed
  Phoenix, AZ
• 10/2018 → 05/2020
  J.P. Morgan Securities Llc
  Tucson, AZ
• 10/2018 → 05/2020
  Jpmorgan Chase Bank, N.A.
  Tuscon, AZ
• 05/2020 → 05/2022
  Wells Fargo Clearing Services, Llc
  Tucson, AZ
• 05/2020 → 05/2022
  Wells Fargo Bank, Na
  Tucson, AZ
• 05/2022 → 12/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tucson, AZ
• 09/2015 → 06/2017
  Grand Canyon University
  Phoenix, AZ
• 05/2022 → 12/2022
  Bank Of America, Na
  Tucson, AZ
• 03/2023 → Present
  Fidelity Investments
  Tucson, AZ
• 08/2018 → 03/2023
  Grand Canyon University
  Phoenix, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tucson, AZ
• 2022-08-24 → 2022-12-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tucson, AZ
• 2021-03-09 → 2022-05-19
  Wells Fargo Clearing Services, Llc
  Tucson, AZ
  Tucson, AZ

Other Businesses

OBA-109998|OrgNmn:beavoicefrancie|Org Addr:Coolidge,Arizona,US|OBA Nature:Content Creator |Invst Rel:N|Title:Sole Proprietor|Duties:Conent Creation |StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|OBA-97343|OrgNmn:Red Rover, Red Rover, LLC|Org Addr:Coolidge,Arizona,US|OBA Nature:Consultanting work|Invst Rel:N|Title:Independent Contractor|Duties:Consult with individuals who are facing challenges professionally |StrtDt:02-25-22|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-97341|OrgNmn:.beavoice via TikTok|Org Addr:Coolidge,Arizona,US|OBA Nature:Social Media Content Creator|Invst Rel:N|Title:Sole Proprietor|Duties:Create Social Media Content|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-03-09
• S63 Uniform Securities Agent State Law Examination
  2019-01-25

Other Names

• Francie Mae Chambliss
• Francie Chambliss
• Francie Teichman
• Francie M Teichman
• Francie Mae Teichman
• Francie M Chambliss