Teresa Lynn Packer
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Teresa Lynn Packer is an investment adviser representative with Charles Schwab & Co., Inc. in The Woodlands, TX, where they have been registered since 2026. They have worked in the securities industry since 2024 and were previously registered with Raymond James Financial Services Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 16
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Woodforest Wealth StrategiesNov 2016 – Feb 2026The Woodlands, TX
- NordstromSep 2016 – Jan 2017The Woodlands, TX
- Bluewater SeafoodJan 2017 – May 2017Spring, TX
- Fielding's Local Kitchen + BarOct 2021 – Jan 2024The Woodlands, TX
- The Original Neal's RestaurantJun 2017 – May 2018Spring, TX
- Babin's SeafoodJun 2018 – Jun 2021Shenandoah, TX
- Raymond James Financial Services, Inc.Nov 2016 – Feb 2026The Woodlands, TX
- Woodforest National BankNov 2016 – Feb 2026The Woodlands, TX
- Raymond James Financial Services Advisors, IncJan 2025 – Feb 2026The Woodlands, TX
- Woodforest WealthJan 2025 – Feb 2026The Woodlands, TX
- Charles Schwab & Co., Inc.Feb 2026 – no end date reportedThe Woodlands, TX
- Charles Schwab BankFeb 2026 – no end date reportedThe Woodlands, TX
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in The Woodlands, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Teresa Lynn Packer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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