Teresa Conley
Premier Financial Group · Eureka, California
Teresa Conley is a fee-only financial advisor at Premier Financial Group in Eureka, California. Premier Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Premier Financial Group |
|---|---|
| Based in | Eureka, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $819.9M across 1,362 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4594954 |
| Exams passed | Series 65 (2006) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.premierfinancial.com |
How Teresa's firm compares
- Premier Financial Group's average account is about $602,000, from its Form ADV (assets managed divided by 1,362 accounts).
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Questions about Teresa
Is Teresa Conley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Teresa holds no broker registration, and Premier Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Teresa charge for financial advice?
Teresa's firm, Premier Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Teresa Conley based?
Teresa Conley is based in Eureka, California.
Is Teresa Conley registered with the SEC?
Yes. Teresa Conley is registered as an investment adviser representative in TX (CRD 4594954), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Premier Financial Group manage?
Premier Financial Group reports $819.9M across 1,362 accounts in assets under management.
How do I contact Teresa Conley?
Through Teresa's website, www.premierfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Eureka
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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