Loading Profile
Dark Mode

Tessa Brugh Dueker

Expert Financial Advisor & Portfolio Manager

Match With An Advisor Free
Verify Credentials
Tessa Brugh Dueker

Tessa Brugh Dueker

CRD: 5354953 Broker & Financial Advisor

Current Firm

Charles Schwab & Co., Inc.

ABOUT Tessa Brugh Dueker

PROFILE: Tessa Brugh Dueker is an experienced financial professional with 17 years of experience in the securities and financial services industry. She is dually registered as a Broker and Investment Adviser and currently serves with Charles Schwab & Co., Inc. in Nashville, Tennessee. Tessa's career includes more than a decade with TD Ameritrade, as well as experience with Fidelity before joining Charles Schwab in 2021. Her extensive background across established financial institutions provides her with a well-rounded foundation in brokerage and investment advisory services.

Sponsored
Beginner trader?
Earn every hour with this AI trader
Earn Every Hour
No Experience Needed
Regulated & Licensed
Fully Automated
Real-Time Earning Monitor
No Minimum Deposit/Withdrawal
👤 2.8k Online members

Qualifications

  • Licensed Broker — Dually registered as a Broker and Investment Adviser
  • FINRA Registered — Maintains registration as a broker with FINRA
  • Investment Adviser — Registered to provide investment advisory services
  • Multi-State Licensed — Holds securities licenses across 5 states/jurisdictions

Services

Portfolio Construction & Implementation Retirement Planning 401(k) Planning & Management Stock Trading & Analysis Mutual Fund & ETF Selection Tax-Efficient Investments Structured Product & Income Strategies Bond & Fixed Income Investing Dividend Growth Strategies Copy Trading AI Trading Investment Management Wealth Preservation Estate Planning Risk Management & Asset Allocation IRA & Roth IRA Management Annuities & Insurance Planning Financial Goal Setting Market Research & Analysis Behavioral Finance Coaching

Experience

17 years

With 17 years of experience in the financial services industry, Tessa Brugh Dueker has developed a diverse professional background spanning brokerage and investment advisory roles with established firms including TD Ameritrade, Fidelity, and Charles Schwab.

Professional Statistics

17
Years of Experience
5
Firm (s)
0
Disclosures
All registrations and licenses are verified through FINRA BrokerCheck

Office Address

4012-B Hillsboro Pike Suite 103 Nashville, TN 37215

Request Free Introduction

Get started with professional financial guidance today

********* ********* click to view

Loading form...

Verify Credentials
Top traded (24h)
Stocks & Indices
Top traded (24h)
Precious Metals
Top traded (24h)
Cryptocurrencies
Top traded (24h)
Forex & Dollar Index

Loading...

Studies Show an Advisor Can Boost Your Finance by an Average of 102%

A Vanguard study* shows that a $500,000 investment managed by a financial advisor could grow to over $6.4 million. In contrast, a self-managed portfolio is projected to reach just $1.69 million or less over the same time frame.

*Based on Vanguard's study on advisor value
Match With An Advisor