William Teague, financial advisor Harvey LA

William Teague

CRD Number: 5453929
Current Firm: Cetera Investment Advisers LLC

William Teague (CRD# 5453929) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Harvey, LA and has over 12 years of experience in the finance industry.

Similar Advisors
Keith Deane, financial advisor Harvey LA
Keith L. Deane
CRD# 5662176
Deane Retirement Strategies, Inc.
Similar Advisors
Michael Kreimer, financial advisor Harvey LA
Michael W. Kreimer
CRD# 1451905
Newedge Advisors
Similar Advisors
Todd Tillery, financial advisor Harvey LA
Todd C. Tillery
CRD# 2754864
Deane Retirement Strategies, Inc.
Company Name Location Dates Years
Cetera Investment Advisers LLC Gretna, LA Jan 2017 - Current 7
Regions Bank Birmingham, AL Oct 2013 - Current 10
Cetera Investment Services LLC St.cloud, MN Oct 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Jan 2017
Contact Info for William C. Teague
Phone Number: 310-257-7880
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.