KT
CFP
KT
CFP

Kevin Teague

13 Years of Experience
Palo Alto, CA
Broker

Kevin Teague is a CFP-designated registered investment advisor, based in Palo Alto, CA, with 13 years of industry experience.

Location

261 Hamilton Ave., Palo Alto, CA, 94301

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wealthfront Advisers LLC
August 2017 - Present · 8 yrs 11 mos
Wealthfront Brokerage LLC
August 2017 - Present · 8 yrs 11 mos
Wealthfront Brokerage LLCBroker
August 2017 - Present · 8 yrs 11 mos
Previous Registrations
Strategic Advisers, INC.
May 2013 - March 2017 · 3 yrs 10 mos
Fidelity Brokerage Services LLCBroker
January 2012 - March 2017 · 5 yrs 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kevin Teague - Financial Advisor | TrueAdvisor