Kevin D. Teixeira
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.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kevin D Teixeira's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 8, 2016 - Present
TEIXEIRA WEALTH MANAGEMENT LLC
Office #1: 1041 Mill Street Suite 205, San Luis Obispo, CA 93401January 4, 2012 - July 6, 2016
EAGLE STRATEGIES LLC
July 22, 2009 - July 6, 2016
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/8/2016)
Exams
Current Firm
TEIXEIRA WEALTH MANAGEMENT LLC
CRD#: 283906 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 120 |
| AUM (Assets Under Management) | $ 20,275,000 |
Red Flags
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Company Information
TEIXEIRA WEALTH MANAGEMENT LLC
CRD#: 283906San Luis Obispo, CA 93401TRUST BUT VERIFY
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