Robert Teel (CRD# 7225927) is an Investment Advisor Representative working at Kingdom Capital Management in Carmichael, CA and has over 4 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingdom Capital Management, LLC | Carmichael, CA | Dec 2019 - Current | 4 |
| Stay-at-home Parent | Carmichael, CA | Jun 2017 - Dec 2019 | 2 |
| Microsoft Corporation | Redmond, WA | Mar 2017 - Jun 2017 | < 1 |
| Amazon.com, Inc. | Seattle, WA | Oct 2016 - Mar 2017 | < 1 |
| Activision Blizzard, Inc. | Bellevue, WA | Jun 2014 - Oct 2016 | 2 |
| Unemployed | Kirtland, WA | Jan 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- CA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$83,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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