Brandan S. Teague

PSI ADVISORS

Tampa, FL 33618

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CRD#: 5737046

Professional summary

Brandan Steven Teague, AIF®, who also goes by Brandan Teague, is a registered financial advisor currently at PSI ADVISORS, LLC located in Tampa, Florida and LPL FINANCIAL LLC located in Tampa, Florida.

Brandan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Brandan has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Brandan Teague

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandan Steven 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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

February 8, 2019 - Present

PSI ADVISORS, LLC

Office #1: 3810 Gunn Highway, Tampa, FL 33618

RIA

CRD#: 285880

Tampa, FL

Current

November 3, 2016 - Present

LPL FINANCIAL LLC

Office #1: 13059 W. Linebaugh Ave, #102, Tampa, FL 33626Office #2: 3810 Gunn Hwy, Tampa, FL 33618

RIA

CRD#: 6413

TAMPA, FL

Past

May 30, 2025 - July 10, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

January 18, 2017 - December 31, 2018

PSI ADVISORS, LLC

RIA

CRD#: 285880

TAMPA, FL

Past

November 3, 2016 - May 4, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

December 10, 2014 - November 16, 2016

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

TAMPA, FL

Past

February 12, 2010 - November 16, 2016

PRINCIPAL SECURITIES, INC.

CRD#: 1137

TAMPA, FL

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".

PSI ADVISORS, LLC

CRD#: 285880 / SEC#: 801-108813

RIA

Registered Investment Advisory firm - (1/3/2017 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(2/25/2022)

California
(11/3/2016)

Colorado
(11/16/2016)

District of Columbia
(11/3/2016)

Florida
(11/3/2016)

IAR

Florida
(3/15/2019)

Georgia
(11/3/2016)

Kansas
(11/3/2016)

Kentucky
(1/21/2021)

Maryland
(11/3/2016)

Massachusetts
(11/3/2016)

Minnesota
(11/18/2016)

Nevada
(11/3/2016)

New Hampshire
(6/25/2022)

New York
(1/2/2024)

North Carolina
(11/3/2016)

Ohio
(11/3/2016)

Oklahoma
(6/13/2024)

Pennsylvania
(9/10/2024)

Texas
(11/3/2016)

IAR

Texas
(2/8/2019)

Virginia
(11/3/2016)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/6/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/26/2014

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: 1/9/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/11/2010

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

PSI ADVISORS, LLC

CRD#: 285880 / SEC#: 801-108813

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

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Contact information

Main Address

13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626

Mailing Address

Phone number

(813) 343-3860

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PSI ADVISORS, LLC WRAP FEE PROGRAM BROCHURE (3/20/2026)

PSI ADVISORS, LLC ADV PART 2A FIRM BROCHURE (3/20/2026)

Regulatory assets under management

Total Number of Accounts	3,237
AUM (Assets Under Management)	$ 800,938,904

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Brandan S. Teague

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandan Steven Teague's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PSI ADVISORS, LLC

LPL FINANCIAL LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

PSI ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/6/2014

Series 63

Date: 2/26/2014

SIE

Date: 10/1/2018

Series 7

Date: 1/9/2015

Series 6

Date: 2/11/2010

FINRA

Current Firm

PSI ADVISORS, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PSI ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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