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Teresa Conley

Principal, Director, CEO, CFO at Premier Financial Group in Eureka, CA

Investment adviser registrationUpdated

Teresa Conley is Principal, Director, CEO, CFO of Premier Financial Group Inc, an investment adviser managing $820M, and works from its Eureka, CA office. Teresa Conley has been registered as an investment adviser representative through Premier Financial Group since 26 September 2006, has 20 years in the industry across 1 firm and has passed the Series 65.

20
Years in industry
20
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Teresa Conley has been Principal, Director, CEO, CFO of Premier Financial Group since January 2018, is a control person of the firm and directly owns under 5% of it.

Premier Financial Group Inc is an Eureka, CA firm with $820M under management, 593 clients and 12 advisers in one office, as of its March 2026 filing.

  1. Premier Financial Group IncCurrent
    – present · 20 years
    Eureka, CA · Adviser representative · Firm CRD 107314

Credentials and registrations

Investment adviser representative registrations

Teresa Conley is registered as an investment adviser representative in Texas, as a resident of Texas, since April 2025.

  • TexasResidentSince 15 April 2025

Examinations

Series 6526 June 2006
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Teresa Irene Conley
CRD
4594954
Firm
Premier Financial Group · CRD 107314
Role
Principal, Director, CEO, CFO
Office
725 SIXTH STREET, Eureka, CA 95501-1103
Registration
Investment adviser registration
In the industry since
September 2006
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Teresa Conley work?

Teresa Conley has been Principal, Director, CEO, CFO of Premier Financial Group Inc since January 2018, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 2 March 2026

Is Teresa Conley a financial advisor?

Yes. Teresa Conley has a current investment-adviser registration in Texas, through Premier Financial Group since September 2006.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Teresa Conley have?

Teresa Conley has 20 years in the financial industry, since September 2006, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Teresa Conley passed?

Teresa Conley passed the Series 65 in June 2006.

Source: IAPD individual record, checked 22 October 2026

Where is Teresa Conley based?

Teresa Conley’s registered office is in Eureka, CA.

Source: IAPD individual record, checked 22 October 2026

Is Teresa Conley registered with FINRA?

No. Teresa Conley has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Teresa Conley’s record?

Search CRD 4594954 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Teresa Conley’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Premier Financial Group

Sources

  1. IAPD individual record, CRD 4594954, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Premier Financial Group Inc, filed 2 March 2026. Title, control and ownership bands.
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