Daniel Teague (CRD# 6206280) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 10 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dfpg Investments, LLC | Sandy, UT | Apr 2021 - Current | 3 |
| Gradient Securities, LLC | Arden Hills, MN | Apr 2020 - Apr 2021 | 1 |
| Amazon Payments, Inc. | Seattle, WA | May 2020 - Feb 2021 | < 1 |
| U.s. Bank | St. Paul, MN | Jul 2019 - Apr 2020 | < 1 |
| U.s. Bancorp Investments, Inc. | St. Paul, MN | Jan 2016 - Apr 2020 | 4 |
| Woodbury Financial Services, Inc. | Oakdale, MN | Apr 2015 - Feb 2016 | < 1 |
| Gradient Securities, LLC | Arden Hills, MN | Oct 2013 - Apr 2015 | 1 |
| Gradient Advisors, LLC | Arden Hills, MN | Jun 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- TX
- UT
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Total Assets Under Management2,872MILLIONS
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Total Number of Accounts13,027ACCOUNTS
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Average Account Value$220,467
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- 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)
AK, AL, AZ, CA, CO, DE, FL, HI, IL, MO, MT, ND, NJ, NY, OR, PA, SC, TX, UT, VA
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