Teresa Lynn Packer
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Feb 2026 to now
- Charles Schwab BankFeb 2026 to now
- Raymond James Financial Services Advisors, IncJan 2025 to Feb 2026
- Woodforest WealthJan 2025 to Feb 2026
- Fielding's Local Kitchen + BarOct 2021 to Jan 2024
- Babin's SeafoodJun 2018 to Jun 2021
- The Original Neal's RestaurantJun 2017 to May 2018
- Bluewater SeafoodJan 2017 to May 2017
- Raymond James Financial Services, Inc.Nov 2016 to Feb 2026
- Woodforest National BankNov 2016 to Feb 2026
- Woodforest Wealth StrategiesNov 2016 to Feb 2026
- NordstromSep 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 6176453
- Firm CRD
- 5393