Oxbow Advisors
47yrs
Top advisor for experience in Austin
45yrs
Teresa Marie Finney
Financial advisor at Raymond James & Associates
At a glance
Experience45 years (since 1981)
How that compares ?Top 1% for experience in Austin
Office6034 West Courtyard Drive Suite 305, Austin, TX 78730
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2011 – nowRaymond James & Associates, Inc.Current firm
- Jun 2009 – Feb 2011Morgan StanleyPreviously
- 1990 – 2009Citigroup Global Markets Inc.Previously
Questions to ask Teresa
Tailored to Teresa’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Teresa
How do I contact Teresa?
Call Raymond James & Associates at 727-567-1000 and ask for Teresa Marie Finney. Teresa works from the Austin, TX office.
How long has Teresa been a financial advisor?
Teresa has been in the industry since 1981, about 45 years. Top 1% for experience in Austin.
What licenses does Teresa hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Teresa a fiduciary?
Teresa is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Teresa paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Teresa for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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