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Teresa Lipscomb Christensen is a financial advisor professional located in Dunnellon, FL. They specialize in financial advisory.
Teresa Lipscomb Christensen - Coats Financial Planning holds an active professional license (FINRA CRD) for your protection.
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Teresa Lipscomb Christensen operates Coats Financial Planning in Dunnellon, Florida. She holds a FINRA CRD license (number 2506392), which registers her as a financial advisor with the Financial Industry Regulatory Authority. This credential indicates she operates under federal oversight and must comply with industry standards for financial advice and securities transactions. Clients working with her can expect guidance aligned with regulatory requirements governing investment professionals.
A FINRA CRD license means Teresa Lipscomb Christensen is registered with the Financial Industry Regulatory Authority, the regulatory body overseeing brokers and investment advisors in the United States. This registration requires her to meet specific educational and ethical standards and subjects her to ongoing compliance monitoring. The CRD (Central Registration Depository) number allows clients to verify her registration status and disciplinary history through FINRA's public database, providing transparency about her professional standing in the financial services industry.