Kevin D. Teixeira

TEIXEIRA WEALTH MANAGEMENT LLC

San Luis Obispo, CA 93401

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CRD#: 4508719

Professional summary

Kevin D Teixeira, who also goes by Kevin Dean Teixeira, is a registered financial advisor currently at TEIXEIRA WEALTH MANAGEMENT LLC located in San Luis Obispo, California.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Kevin has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin Dean Teixeira

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.

[TEIXEIRA INSURANCE SERVICES LLC; INVESTMENT RELATED; OWNER; San Luis Obispo, CA; START DATE: 06/2015; OFFERS CLIENTS LIFE INSURANCE, ANNUITIES, LONG TERM CARE INSURANCE, AND DISABILITY INSURANCE; APPROXIMATELY 6 HOURS/MONTH AND 0 HOURS DURING TRADING HOURS.] [KDT PROPERTIES LLC; ROLE/TITLE: OWNER; KDT PROPERTIES IS A HOLDING COMPANY FOR DIFFERENT PROPERTIES THAT AGENT OWNS WITH HIS FATHER AND SISTER. THIS IS A FAMILY OWNED BUSINESS, HE IS A 45% OWNER.; COMPENSATION: PROFIT; LEGAL STRUCTURE: CORPORATION;2 HOURS/MONTH AND 0 HOURS DURING TRADING HOURS.] [TEIXEIRA PROPERTY ADVISERS INC.; LEGALLY STRUCTURED AS A S CORPORATION; REAL ESTATE; ROLE/TITLE: OWNER; COMPENSATION: PROFIT; REAL ESTATE BROKERAGE USED TO BUY AND SELL REAL ESTATE; APPROXIMATELY 4 HOURS/MONTH AND 0 HOURS DURING TRADING HOURS.] [RENTAL PROPERTY; ROLE/TITLE: OWNER; COMPENSATION: RENTAL INCOME] [TEIXEIRA CAPITAL VENTURES LLC; REAL ESTATE INVESTMENT AND DEVELOPMENT; SAN LUIS OBISPO, CA; START DATE 08/2015; ROLE/TITLE: OWNER; INVESTMENT RELATED; 8 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: NONE]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin D Teixeira's 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

July 8, 2016 - Present

TEIXEIRA WEALTH MANAGEMENT LLC

Office #1: 1041 Mill Street Suite 205, San Luis Obispo, CA 93401

RIA

CRD#: 283906

San Luis Obispo, CA

Past

January 4, 2012 - July 6, 2016

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

ORCUTT, CA

Past

July 22, 2009 - July 6, 2016

NYLIFE SECURITIES LLC

CRD#: 5167

ORCUTT, CA

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

California
(7/8/2016)

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: 12/15/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/24/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/6/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/21/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TEIXEIRA WEALTH MANAGEMENT LLC

CRD#: 283906 / SEC#:

California

Registered Investment Advisory firm - (7/8/2016 Approved)

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Contact information

Main Address

1041 Mill Street Suite 205, San Luis Obispo, CA 93401

Mailing Address

Phone number

(805) 698-3520

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	128
AUM (Assets Under Management)	$ 16,050,000

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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Kevin D. Teixeira

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin D Teixeira's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEIXEIRA WEALTH MANAGEMENT LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/15/2011

Series 63

Date: 4/24/2009

SIE

Date: 7/6/2016

Series 7

Date: 9/20/2011

Series 6

Date: 7/21/2009

Current Firm

TEIXEIRA WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TEIXEIRA WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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