TERESA VELGARA is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2025-08-05 | present | Yes |
| RAPPAPORT REICHES CAPITAL MANAGEMENT, | 2018-12-21 | 2025-07-23 | — |
| CIBC PRIVATE WEALTH ADVISORS, INC. | 2017-09-06 | 2019-08-12 | — |
| GENEVA ADVISORS, LLC | 2015-11-23 | 2017-09-01 | — |