Teresa Meyer has been an investment adviser representative at Para Wealth Advisors since October 2022, and is not listed among the firm’s executive officers or direct owners. Teresa Meyer holds a B.S. in Economics from Lewis & Clark College.
Para Wealth Advisors, Inc. is a Camas, WA firm with $221M under management, 257 clients and 2 advisers across 4 offices, as of its April 2026 filing.
Teri Meyer is Wealth Advisor of Para Wealth Advisors, based in Camas, WA. Before joining Para Wealth Advisors, Meyer was an Investment Advisor at Security First Advisors for over five years until October 2022. Earlier, Meyer was Senior VP, Portfolio Manager at U.S. Trust for over six years.
Teresa Meyer’s longest registration was 7 years at D.a. Davidson & Co. (2003–2010). Before joining Para Wealth Advisors in 2022, Teresa Meyer was registered through Security First Advisors and D.a. Davidson & Co.
- Para Wealth Advisors, Inc.Current– present · 4 yearsCamas, WA · Adviser representative · Firm CRD 322683
- Security First Advisors– · 5 yearsPortland, OR · Adviser representative · Firm CRD 117502
- D.a. Davidson & Co.– · 7 yearsLake Oswego, OR · Adviser representative · Firm CRD 199
Professional designations
Listed by Para Wealth Advisors
- CFA®
Investment adviser representative registrations
Teresa Meyer is registered as an investment adviser representative in 3 states. Each was approved in October 2022.
- OregonSince 2 October 2022
- TexasSince 2 October 2022
- WashingtonSince 2 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 5 March 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 May 1995 |
| Series 7 | General Securities Representative Examination | 2 May 1995 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Teresa Dawn Elizabeth Meyer
- CRD
- 2608358
- Firm
- Para Wealth Advisors · CRD 322683
- Office
- 2005 SE 192ND AVE SUITE 200, Camas, WA 98607
- Registration
- Investment adviser registration
- In the industry since
- October 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- parawealthadvisors.com
Where does Teresa Meyer work?
Teresa Meyer is an investment adviser representative registered through Para Wealth Advisors, Inc. since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Teresa Meyer a financial advisor?
Yes. Teresa Meyer has a current investment-adviser registration in Oregon, Texas and Washington, through Para Wealth Advisors since October 2022.
How many years of experience does Teresa Meyer have?
Teresa Meyer has 16 years in the financial industry, since October 2009, across 3 adviser firms.
What exams has Teresa Meyer passed?
Teresa Meyer has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in May 1995.
Where did Teresa Meyer work before Para Wealth Advisors?
Before Para Wealth Advisors, Teresa Meyer was registered through D.a. Davidson & Co., January 2003 to August 2010.
Where is Teresa Meyer based?
Teresa Meyer’s registered office is in Camas, WA.
Is Teresa Meyer registered with FINRA?
No. Teresa Meyer has no current broker registration.
Is Teresa Meyer a CFA charterholder?
Para Wealth Advisors lists Teresa Meyer with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
How can I verify Teresa Meyer’s record?
Search CRD 2608358 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Teresa Meyer’s full registration record.
