Teresa Dawn elizabeth Meyer
Investment adviser representative at Para Wealth Advisors, Inc.
16 yearsExperience
3 statesRegistered in
CFADesignation
$221MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Para Wealth Advisors, Inc.Oct 2022 to now
- Security First AdvisorsMay 2017 to Sep 2022
- U.S. Trust, Bank of America, N.A.Dec 2010 to May 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
Para Wealth Advisors, Inc.
$221MAssets managed
257Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2608358
- Firm CRD
- 322683