Teresa Ann Parker

CRD 4681780 · Captrust · Riverside, CA

IA Registered

Also appears in the source record as: Teri Ann Parker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Not registered in this capacity
Investment adviser registration: Active
Exams passed (1): Series 65
Registered states (1): California
Years in the industry (source record): 24
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Captrust
Firm CRD: 175112
SEC number: 801-62193
Assets under management: $1.2T as of May 27, 2026
Website: www.linkedin.com/COMPANY/CAPTRUST ↗
Phone: 919-870-6822
Firm location: Raleigh, NC, 27609

Employment history (4)

From the source registration record · current first

CaptrustCurrent
Riverside, CA · IA capacity

Apr 9, 2015 → present
Captrust Financial Advisors Or "captrust"
IA capacity

Jul 2, 2014 → Apr 9, 2015
Beacon Pointe Wealth Advisors, LLC
IA capacity

May 7, 2013 → Jun 20, 2014
Independent Financial Advisors LLC
IA capacity

Jan 15, 2002 → Apr 26, 2013

Source & corrections

Where this page comes from

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