Teague Avey, financial advisor Charlottesville VA

Teague Avey

CRD Number: 6630058
Current Firm: Brown Advisory

Teague Avey (CRD# 6630058) is an Investment Advisor Representative working at Brown Advisory in Charlottesville, VA and has 1 year of experience in the finance industry. Teague Avey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Brown Advisory Baltimore, MD Nov 2018 - Current 5
Signature Financial Management, Inc. Norfolk, VA Jan 2017 - Current 7
Heritage Wealth Advisors Richmond, VA Mar 2016 - Jan 2017 < 1
Unemployed Richmond, VA Jun 2015 - Mar 2016 < 1
Northern Trust Company Chicago, IL Jul 2005 - Jun 2015 9

Teague Avey has no recent exams reported.
Contact Info for Teague R. Avey
Phone Number: 757-625-7670
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    6,607
    MILLIONS
  • Total Number of Accounts
    1,888
    ACCOUNTS
  • Average Account Value
    $3,499,266
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IL, NC, VA

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