Robert Teague
Robert Teague is a registered investment advisor at Markle Financial LLC, based in Lancaster, PA, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 272 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Markle Financial's fees are negotiable and can vary based on factors like investment objectives, asset classes, and account size. There is a $2,500 minimum annual advisory fee. Clients may also pay additional fees charged by third-party managers, platform sponsors, and custodians. Fees are typically disclosed in custodial documents or the client agreement.
Location
1853 William Penn Way, Lancaster, PA, 17601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is the executive director of Eden Bridge Foundation, a board member/treasurer for Jessica and Friends Community, and a member of the investment committee of Lancaster Bible College. He also works as an independent insurance agent selling fixed annuities, whole life, and term insurance, dedicating minimal time to this.
Employment History
Current Registrations
Markle Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
AXA Advisors, LLCBroker
AXA Advisors, LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Edward JonesBroker
Pruco Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.