Josephus Teurlings, financial advisor Agoura Hills CA
86 score

Josephus Teurlings

CRD 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 14 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.

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Professional Designations
Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Josephus L. Teurlings
Phone Number: 805-366-3480
Firm Website: http://www.monocotwm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    133
    MILLIONS
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $325,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, UT

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BADGES
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