Brandan Teague
Brandan Teague is a registered investment advisor at LPL Financial LLC, based in Tampa, FL, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
13059 W. Linebaugh Ave, #102, Tampa, FL, 33626
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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
Brandan is affiliated with multiple entities, including KW Financial Services Inc. (non-variable insurance), PSI Advisors LLC (Registered Investment Advisor), and several insurance-related businesses, dedicating varying amounts of time to each, ranging from minimal time to full-time. He also has referral arrangements with several CPA firms and PayPlus.
Employment History
Current Registrations
LPL Financial LLC
Psi Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Psi Advisors, LLC
LPL Financial LLC
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations20 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.