James Teegarden (CRD# 2812366) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Boulder, CO and has over 11 years of experience in the finance industry.
CRD# 4503842
Cetera Investment Advisers LLC
CRD# 3100278
Zeit Capital Advisors
CRD# 3073220
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Madison Avenue Securities | San Diego, CA | Aug 2023 - Current | < 1 |
| Csenge Advisory Group, LLC | Boulder, CO | Mar 2020 - Current | 4 |
| Impact Wealth | Boulder, CA | Jan 2018 - Current | 6 |
| Teegarden Financial Corp | Boulder, CO | Jan 2005 - Current | 19 |
| Lion Street Financial | Boulder, CO | Dec 2016 - Jul 2023 | 6 |
| Lion Street Advisors | Boulder, CO | Oct 2016 - Jul 2023 | 6 |
| Triad Advisors, Inc. | Norcross, GA | Mar 2013 - Oct 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2012 |
| S63 | Uniform Securities State Law Examination | Jul 2022 |
- CO
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Total Assets Under Management2,753MILLIONS
-
Total Number of Accounts14,675ACCOUNTS
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Average Account Value$187,594
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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