Lydia Teeple
Investment adviser representative at Uhy Wealth Management Ria LLC
10 yearsExperience
1 stateRegistered in
$102.6MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic WealthJul 2026 to now
- Uhy Wealth Management Ria, LLCMar 2026 to now
- LPL Enterprise, LLCNov 2024 to Jul 2026
- Prudential Insurance Company of AmericaOct 2018 to Jul 2026
- Pruco Securities, LLC.Jul 2018 to Nov 2024
- UnemployedMay 2018 to Jul 2018
- Spring Arbor UniversitySep 2017 to May 2018
- Qdoba Mexican GrillJun 2017 to Aug 2017
- St. Clair County Community CollegeJun 2017 to Aug 2017
- Jackson YmcaMar 2017 to Apr 2017
- Spring Arbor UniversitySep 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MI).
Uhy Wealth Management Ria LLC
$102.6MAssets managed
89Clients
10Advisers
Under 1 yearIn 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
- 7008411
- Firm CRD
- 317608