Robert W. Teague

MARKLE FINANCIAL LLC

Lancaster, PA 17601

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CRD#: 4114764

Professional summary

Robert Wesley Teague is a registered financial advisor currently at MARKLE FINANCIAL LLC located in Lancaster, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Robert has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) EDEN BRIDGE FOUNDATION, 909 EDEN RD, LANCASTER, PA. 11/2007 AS EXECUTIVE DIRECTOR OVERSEE AND SUPERVISE DAILY OFFICE ACTIVITIES, NON INVESTMENT REALTED, 45/WK - 6.5/TRADING. 2)JESSICA AND FRIENDS COMMUNITY, 1625 E MARKET ST, YORK, PA, 1/1/07 AS BOARD MEMBER/TREASURER FOR 501(C)3 SERVING INDIVIDUALS WHO HAVE DISABILITIES. NON INVESTMENT REALTED - 5 HRS/MNTH, .1 HRS DEVOTED DURING TRADING HRS. NON-PROFIT. 3)INDEPENDENT INSURANCE AGENT, 1853 William Penn Way, Lancaster, PA 17601 10/2014 SELL/SERVICE FIXED ANNUITIES AND OR WHOLE LIFE AND TERM INSURANCE. INVESTMENT RELATED - 1/YR - 0/TRADING. 4)LANCASTER BIBLE COLLEGE INVESTMENT COMMITTEE, 901 EDEN RD., LANCASTER, PA 17601. BEGAN 8/20/2010 AS A MEMBER OF THE INVESTMENT COMMITTEE OF LANCASTER BIBLE COLLEGE TO DISCUSS AND MAKE RECOMMENDATIONS TO THE BOARD OF LANCASTER BIBLE COLLEGE. NOT INVESTMENT RELATED. DEVOTES 1HR/MO, 0/TRADE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Wesley Teague's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 6, 2024 - Present

MARKLE FINANCIAL LLC

Office #1: 1853 William Penn Way Ste 7, Lancaster, PA 17601

RIA

CRD#: 302088

Lancaster, PA

Past

February 8, 2010 - May 20, 2024

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Lemoyne, PA

Past

February 8, 2010 - May 20, 2024

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Lemoyne, PA

Past

November 8, 2007 - July 24, 2008

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

LANCASTER, PA

Past

November 8, 2007 - July 24, 2008

EQUITABLE ADVISORS, LLC

CRD#: 6627

LANCASTER, PA

Past

October 29, 2002 - November 1, 2007

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

CAMP HILL, PA

Past

October 29, 2002 - November 1, 2007

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

CAMP HILL, PA

Past

September 27, 2002 - October 23, 2002

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

LANCASTER, PA

Past

June 25, 2002 - October 23, 2002

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

June 1, 2001 - April 5, 2002

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

March 9, 2000 - May 1, 2001

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARKLE FINANCIAL LLC

MARKLE FINANCIAL LLC | ROWLEY FINANCIAL

CRD#: 302088 / SEC#: 801-116686

RIA

Registered Investment Advisory firm - (5/24/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/6/2024)

IAR

Texas
(5/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/26/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/15/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/2/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/8/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MARKLE FINANCIAL LLC

MARKLE FINANCIAL LLC | ROWLEY FINANCIAL

CRD#: 302088 / SEC#: 801-116686

RIA

Registered Investment Advisory firm - (5/24/2019 Approved)

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Contact information

Main Address

506 S. 21st. St. Suite 101, Laramie, WY 82070

Mailing Address

Phone number

(307) 721-1725

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARKLE FINANCIAL LLC - FORM ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	324
AUM (Assets Under Management)	$ 121,576,391

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robert W. Teague

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Wesley Teague's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EDWARD JONES

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

MARKLE FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/26/2002

Series 63

Date: 3/15/2000

SIE

Date: 10/1/2018

Series 7

Date: 7/2/2001

Series 6

Date: 3/8/2000

Current Firm

MARKLE FINANCIAL LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARKLE FINANCIAL LLC

TRUST BUT VERIFY

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