Joseph W. Teagarden
Professional summary
Joseph W Teagarden, who also goes by Joseph Worth Teagarden IV, Joseph Worth Teagarden, is a registered financial advisor currently at TOTAL WEALTH PARTNERS located in Houston, Texas.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Joseph has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph W Teagarden's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 7, 2017 - Present
TOTAL WEALTH PARTNERS
Office #1: 2929 Allen Parkway Suite 200, Houston, TX 77019October 30, 2013 - April 10, 2017
MORGAN STANLEY
October 30, 2013 - April 10, 2017
MORGAN STANLEY
July 23, 2012 - October 24, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 25, 2012 - October 24, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 30, 2009 - November 13, 2009
RMC CAPITAL MARKETS GROUP, INC
February 15, 2006 - March 6, 2009
K-ONE INVESTMENT COMPANY, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/13/2018)
(10/15/2025)
(4/7/2017)
Exams
Current Firm
TOTAL WEALTH PARTNERS
CRD#: 287725 / SEC#: 801-110079
Contact information
Regulatory assets under management
| Total Number of Accounts | 91 |
| AUM (Assets Under Management) | $ 33,158,918 |
Red Flags
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