Brandan Teague (CRD# 5737046) is an Investment Advisor Representative working at Psi Advisors, LLC in Tampa, FL and has over 10 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Psi Advisors, LLC | Tampa, FL | Jan 2017 - Current | 7 |
| Lpl Financial, LLC | Tampa, FL | Nov 2016 - Current | 7 |
| Teague & Associates | Tampa, FL | Jun 2015 - Current | 8 |
| Principal Life Insurance Co | Tampa, FL | Nov 2009 - Nov 2016 | 7 |
| Princor Financial Services Corp | Tampa, FL | Nov 2009 - Nov 2016 | 7 |
| Valiant Wealth Management | Tampa, FL | Apr 2015 - Jun 2015 | < 1 |
| Westport Financial Group | Tampa, FL | Jul 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
| S63 | Uniform Securities State Law Examination | Feb 2014 |
- FL
- TX
-
Total Assets Under Management624MILLIONS
-
Total Number of Accounts3,025ACCOUNTS
-
Average Account Value$206,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, CO, FL, GA, IL, LA, MI, MO, NC, NE, NH, NY, OH, PA, SC, TN, TX, VA
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.