Kevin TeixeiraCRD 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.
Strategic Wealth Advisors Group
Lpl Financial LLC
Northwest Asset Management
|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|
Total Assets Under Management6MILLIONS
Total Number of Accounts38ACCOUNTS
Average Account Value$155,263
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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