Josephus Teurlings
Josephus Teurlings is a CFA, CFP-designated registered investment advisor, based in Las Vegas, NV, with 23 years of industry experience.
Location
10161 Park Run Drive, Ste 150, Las Vegas, NV, 89145
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2006Other Business ActivitiesSells Insurance
Josephus is a managing partner at Monocot Wealth Management, a registered investment advisor, dedicating full-time hours to investment management and financial planning. He also advises clients on insurance through PKS Financial and places fixed life insurance, long-term care, and disability insurance for clients, dedicating about 10-20% of his time and a few hours per week, respectively, to these activities. Josephus also owns rental property, spending minimal time on it.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Monocot Wealth Management, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Financial West GroupBroker
State Registrations8 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.