Teresa Young
Investment adviser representative at First Advisors National, LLC
12 yearsExperience
1 stateRegistered in
$505.9MFirm assets
13 yearsFirm in business
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Contact this firm
From SEC records
Firm's SEC record (opens in a new tab)How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- First Advisors National, LLCDec 2023 to now
- Butter Creek Homeowners AssociationDec 2021 to now
- W&s Brokerage ServicesFeb 2019 to Dec 2021
- Western Southern LifeJan 2018 to Dec 2021
- Alliant Credit UnionDec 2014 to Nov 2018
- LPL FinancialDec 2014 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2004
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (IL).
First Advisors National, LLC
$505.9MAssets managed
4,858Clients
79Advisers
13 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
- 4366906
- Firm CRD
- 166212