David TeasCRD Number: 6037772
Current Firm: Heritage Investment Group, Inc.
David Teas (CRD# 6037772) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has 1 year of experience in the finance industry. David Teas 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.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Heritage Investment Group, Inc.||Pompano Beach, FL||Feb 2011 - Current||5|
|Wetherby Asset Management||San Francisco, CA||Jul 2003 - Dec 2010||7|
Total Assets Under Management878MILLIONS
Total Number of Accounts1,446ACCOUNTS
Average Account Value$607,369
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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