TC
Teresa Coleman
from Creekside Partners
Teresa Coleman is a financial advisor based in California, Petaluma,
with 21 years of experience. Teresa currently works for
Creekside Partners.
Teresa maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Teresa Coleman works at Creekside Partners
Creekside Partners is a financial advisory firm based in Petaluma, California. It currently has approximately $427,521,147 of assets under management and employs about 2 people. Creekside Partners uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
9 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
775 Baywood Drive, Suite 306, Petaluma, California, 94954
Advisor can help with
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