Kevin Teixeira, financial advisor San Luis Obispo CA
93 score

Kevin Teixeira

CRD Number: 4508719
Current Firm: Teixeira Wealth Management LLC

Kevin Teixeira (CRD# 4508719) is an Investment Advisor Representative working at Teixeira Wealth Management LLC in San Luis Obispo, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Teixeira Wealth Management LLC San Luis Obispo, CA Jul 2016 - Current 1
Teixeira Capital Ventures LLC San Luis Obispo, CA Aug 2015 - Current 2
Teixeira Insurance Services LLC San Luis Obispo, CA Jun 2015 - Current 2
Teixeira Property Advisers Inc. Santa Maria, CA Jan 2009 - Current 9
Kdt Properties LLC Paso Robles, CA Jul 2005 - Current 12
Western Sky Communities LLC Santa Maria, CA Jun 2007 - Dec 2017 10
Eagle Strategies LLC Santa Maria, CA Jan 2012 - Jul 2016 4
Nylife Securities LLC Oxnard, CA Jul 2009 - Jul 2016 7
New York Life Insurance Company Oxnard, CA Dec 2008 - Jul 2016 7
Teixeira Financial Strategies & Insurance Services Santa Maria, CA Jan 2012 - Jun 2015 3
Coastal Platinum Real Estate Paso Robles, CA Jun 2007 - Dec 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2009
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Kevin D. Teixeira
Phone Number: 805-698-3520
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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