Brandon Terkeltaub, financial advisor Virginia Beach VA
97 score

Brandon Terkeltaub

CRD Number: 6202010
Current Firm: Signator Investors, Inc.
Compensation Model: Both
Brandon Terkeltaub (CRD# 6202010) is an Investment Advisor Representative working at Signator Investors, Inc. in Virginia Beach, VA and has over 2 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Jhfn Sii Virginia Beach, VA May 2013 - Current 3
Apple Inc. Norfolk, VA Oct 2009 - Aug 2013 3
Harbor Group Management Company Norfolk, VA Nov 2012 - May 2013 < 1
Full Time High School / College Student Virginia Beach / Norfolk, VA Jan 2003 - Nov 2011 8
Ruth's Chris Steak House Virginia Beach, VA May 2005 - Oct 2009 4
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Jul 2013
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Brandon S. Terkeltaub
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
97
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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