Teresa Margaret Sollom
Investment adviser representative at Premier Financial Group Inc
10 yearsExperience
1 stateRegistered in
$819.9MFirm assets
35 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.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Premier Financial Group IncFeb 2021 to now
- Northpoint Consulting Group, Inc.Mar 2020 to Jan 2021
- Hmb MediaOct 2018 to Mar 2020
- Ideal PositionsOct 2016 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Premier Financial Group Inc
$819.9MAssets managed
593Clients
12Advisers
35 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
- 7989489
- Firm CRD
- 107314