David Teas, financial advisor Pompano Beach FL
90 score

David Teas

CRD 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.

Similar Advisors
Allen Giese, financial advisor Pompano Beach FL
Allen P. Giese
CRD# 2145424
Northstar Financial Planners, Inc.
Score
105
Similar Advisors
Justin Blews, financial advisor Pompano Beach FL
Justin Blews
CRD# 4223891
Morgan Stanley
Score
103
Similar Advisors
Ranga Chary, financial advisor Pompano Beach FL
Ranga K. Chary
CRD# 1280216
Fin-est Investment Advisors, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Heritage Investment Group, Inc. Pompano Beach, FL Feb 2011 - Current 5
Wetherby Asset Management San Francisco, CA Jul 2003 - Dec 2010 7

David Teas has no recent exams reported.
Contact Info for David K. Teas
Phone Number: 954-785-5400
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    878
    MILLIONS
  • Total Number of Accounts
    1,446
    ACCOUNTS
  • Average Account Value
    $607,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, LA, MA, MD, ME, MI, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WI

Ready to hire a financial advisor? Get competitive proposals from David Teas and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.