Kevin Teixeira (CRD# 4508719) is an Investment Advisor Representative working at Teixeira Wealth Management LLC in San Luis Obispo, CA and has over 14 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Teixeira Wealth Management LLC | San Luis Obispo, CA | Jul 2016 - Current | 7 |
| Teixeira Capital Ventures LLC | San Luis Obispo, CA | Aug 2015 - Current | 8 |
| Teixeira Insurance Services LLC | San Luis Obispo, CA | Jun 2015 - Current | 8 |
| Teixeira Property Advisers Inc. | Santa Maria, CA | Jan 2009 - Current | 15 |
| Kdt Properties LLC | Paso Robles, CA | Jul 2005 - Current | 18 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- CA
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts111ACCOUNTS
-
Average Account Value$148,649
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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