Financial Advisor
Current
First Allied Securities
Mar 2012 - Present
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Theresa Goldsmith Email & Phone Number
Financial Advisor First Allied Securities
at
First Allied Securities
1 work email found
@firstallied.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
First Allied Securities
Role
Financial Advisor First Allied Securities
Location
Sacramento, California, United States
Who is Theresa Goldsmith? Overview
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Quick answer
Theresa Goldsmith is listed as Financial Advisor First Allied Securities at First Allied Securities, based in Sacramento, California, United States. AeroLeads shows a work email signal at firstallied.com and a matched LinkedIn profile for Theresa Goldsmith.
Theresa Goldsmith previously worked as Financial Advisor at First Allied Securities and Financial Advisor at First Allied Securities. Theresa Goldsmith studied at Series 7.
Company email context
Email format at First Allied Securities
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{first_initial}{last}@firstallied.com
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AeroLeads found 1 current-domain work email signal for Theresa Goldsmith. Compare company email patterns before reaching out.
Profile bio
About Theresa Goldsmith
Securities offered through Cetera Advisors LLC, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.CA Insurance License #0671312All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes and is not intended to provide tax, legal, or investment advice.
Listed skills include Securities, Investments, Financial Services, Finra, and 10 others.
Current workplace
Theresa Goldsmith's current company
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First Allied Securities
4 roles · 45 years
Theresa Goldsmith work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
First Allied Securities
I help clients and their families reach their financial goals by providing comprehensive investment planning, create solutions, then implement sound investment strategies designed specifically to the client's needs.
Mar 2012 - Present
Financial Advisor
Apr 1990 - Jan 2012
Associate Vp - Operations
Bateman, Eichman, Hill, Richards
1981 - 1990
~9 yrs
5 education records
Theresa Goldsmith education
Education record
Series 7
Education record
Series 22
Education record
Series 63
Education record
Ca Insurance License #0671312
Business Administration
FAQ
Frequently asked questions about Theresa Goldsmith
Quick answers generated from the profile data available on this page.
What company does Theresa Goldsmith work for?
Theresa Goldsmith works for First Allied Securities.
What is Theresa Goldsmith's role at First Allied Securities?
Theresa Goldsmith is listed as Financial Advisor First Allied Securities at First Allied Securities.
What is Theresa Goldsmith's email address?
AeroLeads has found 1 work email signal at @firstallied.com for Theresa Goldsmith at First Allied Securities.
Where is Theresa Goldsmith based?
Theresa Goldsmith is based in Sacramento, California, United States while working with First Allied Securities.
What companies has Theresa Goldsmith worked for?
Theresa Goldsmith has worked for First Allied Securities, Wells Fargo Advisors, and Bateman, Eichman, Hill, Richards.
How can I contact Theresa Goldsmith?
You can use AeroLeads to view verified contact signals for Theresa Goldsmith at First Allied Securities, including work email, phone, and LinkedIn data when available.
What schools did Theresa Goldsmith attend?
Theresa Goldsmith studied at Series 7.
What skills is Theresa Goldsmith known for?
Theresa Goldsmith is listed with skills including Securities, Investments, Financial Services, Finra, Series 63, Finance, Series 7, and Retirement Planning.
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