Kevin TeixeiraCRD Number: 4508719
Current Firm: Teixeira Wealth Management LLC
Kevin Teixeira (CRD# 4508719) is an Investment Advisor Representative working at Teixeira Wealth Management LLC in Orcutt, CA and has over 8 years of experience in the finance industry.
Strategic Wealth Advisors Group
Lpl Financial LLC
Ameritrust Capital Management Ltd
|Teixeira Wealth Management LLC||Orcutt, CA||Jul 2016 - Current||1|
|Teixeira Wealth Strategies & Insurance Services LLC||Orcutt, CA||Jun 2015 - Current||2|
|Western Sky Communities||Santa Maria, CA||Jun 2007 - Current||10|
|Kdt Properties||Paso Robles, CA||Jul 2005 - Current||12|
|Eagle Strategies LLC||Santa Maria, CA||Jan 2012 - Jul 2016||4|
|Nylife Securities LLC||Oxnard, CA||Jul 2009 - Jul 2016||7|
|New York Life Insurance Company||Oxnard, CA||Dec 2008 - Jul 2016||7|
|Teixeira Financial Strategies & Insurance Services||Santa Maria, CA||Jan 2012 - Jun 2015||3|
|Costal Platnium Real Estate||Paso Robles, CA||Jun 2007 - Dec 2008||1|
|Era Homes And Land||Santa Maria, CA||Mar 2005 - May 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2009|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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