$60MM AUM | $400,000 GDC in Tampa, FL

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
Listing Age
441 days old
General
Listing Type
Buyer
Location
Tampa, FL, US
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
400
Avg Client Age
30
Overview

Putting together a strategy to help individuals or businesses meet their financial objectives doesn’t have to be a chore. At Teague & Associates we help both take greater control of their financial future and develop a personalized strategy to help achieve those goals – whatever they may be.

A well decorated wealth and retirement plan specialist since 2009, Brandan Teague has accumulated a wide range of experience in personal and business financial strategies with a focus on individual wealth management, retirement planning and qualified/non-qualified retirement plans for businesses. Brandan’s dedication to his clientele and business has earned him numerous company-wide awards for sales excellence, a seat at the Million Dollar Round Table and a nomination for the nation’s Top 50 retirement plan advisors under 40 years old.

Recognizing the growing needs of both his personal and business clients, Brandan took his practice to the next level in 2016 by joining PSI Advisors, LLC, an independent RIA, providing him the freedom to focus on the specific needs of his clients and their goals. He’s currently FINRA Series 6, 63, 65 and 7 securities registered and carries the Accredited Investment Fiduciary (AIF®) designation proudly.

Brandan earned his Bachelors of Science in Finance from the University of Tampa in Tampa, Florida. When Brandan is not serving his clients, he can typically be found spending time with his family: his wife Angela, son Brooks and daughter Lilah or outdoors hunting and fishing.

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