Josephus TeurlingsCRD Number: 4494404
Current Firm: Monocot Wealth Management, LLC
Josephus Teurlings (CRD# 4494404) is an Investment Advisor Representative working at Monocot Wealth Management, LLC in Agoura Hills, CA and has over 15 years of experience in the finance industry. Josephus Teurlings has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Fried Asset Management, Inc.
Ira Wealth Management
|Monocot Wealth Management, LLC||Agoura Hills, CA||Apr 2016 - Current||1|
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Apr 2016 - Current||1|
|Ubs Financial Services Inc.||Westlake Village, CA||Dec 2008 - Apr 2016||7|
|Morgan Stanley & Company, Incorporated||Thousand Oaks, CA||May 2002 - Dec 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
Total Assets Under Management133MILLIONS
Total Number of Accounts410ACCOUNTS
Average Account Value$325,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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