TP
TP

Theresa Ann Procida

21 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$12.3M
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Location

101A Foster Road, Moorestown, NJ, 08057

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Theresa is a licensed insurance agent offering non-variable insurance products, dedicating full-time hours to Innovative Benefit Planning LLC. She is also a partner in Innovative Properties, a real estate venture, but spends minimal time on it.

Employment History
Current Registrations
Innovative Investment Fiduciaries, LLC
March 2013 - Present · 12 yrs 11 mos
Previous Registrations
Main Street Investment Advisors, LLC
April 2008 - March 2015 · 6 yrs 11 mos
Tower Square Securities, INC.
July 2004 - December 2007 · 3 yrs 5 mos
Ws Griffith Securities, INC.
June 2002 - January 2003 · 7 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.