Teresa Sollom has been an investment adviser representative at Premier Financial Group since October 2024, and is not listed among the firm’s executive officers or direct owners.
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.
- Premier Financial Group IncCurrent– present · 2 yearsEureka, CA · Adviser representative · Firm CRD 107314
Investment adviser representative registrations
Teresa Sollom is registered as an investment adviser representative in California, since October 2024.
- CaliforniaSince 12 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 October 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Teresa Margaret Sollom
- CRD
- 7989489
- Firm
- Premier Financial Group · CRD 107314
- Office
- 725 SIXTH STREET, Eureka, CA 95501-1103
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Teresa Sollom work?
Teresa Sollom is an investment adviser representative registered through Premier Financial Group Inc since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Teresa Sollom a financial advisor?
Yes. Teresa Sollom has a current investment-adviser registration in California, through Premier Financial Group since October 2024.
How many years of experience does Teresa Sollom have?
Teresa Sollom has 2 years in the financial industry, since October 2024, across 1 adviser firm.
What exams has Teresa Sollom passed?
Teresa Sollom passed the Series 65 in October 2024.
Where is Teresa Sollom based?
Teresa Sollom’s registered office is in Eureka, CA.
Is Teresa Sollom registered with FINRA?
No. Teresa Sollom has no current broker registration.
How can I verify Teresa Sollom’s record?
Search CRD 7989489 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Teresa Sollom’s full registration record.
Jeremy SorciPrincipal, Director, Chief Compliance Officer, Vice President
Ginger WeberPrincipal, Director, Certified Financial Planner, President
Wayne CaldwellPrincipal, Director, Certified Financial Planner- Teresa ConleyPrincipal, Director, CEO, CFO
John GloorPrincipal, Director, Advisor- Charles RossPrincipal, Director