Kevin D Teixeira

Employer firm

Teixeira Wealth Management LLC CRD 283906

$20.3M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2007 → 12/2017
  Western Sky Communities Llc
  Santa Maria, CA
• 07/2005 → 03/2022
  Kdt Properties Llc
  Paso Robles, CA
• 06/2015 → Present
  Teixeira Insurance Services Llc
  San Luis Obispo, CA
• 07/2016 → Present
  Teixeira Wealth Management Llc
  San Luis Obispo, CA
• 01/2009 → Present
  Teixeira Property Advisers Inc.
  Santa Maria, CA
• 08/2015 → Present
  Teixeira Capital Ventures Llc
  San Luis Obispo, CA

Previous Registrations

• 2012-01-04 → 2016-07-06
  Eagle Strategies Llc
  Orcutt, CA

Other Businesses

[TEIXEIRA INSURANCE SERVICES LLC; INVESTMENT RELATED; OWNER; San Luis Obispo, CA; START DATE: 06/2015; OFFERS CLIENTS LIFE INSURANCE, ANNUITIES, LONG TERM CARE INSURANCE, AND DISABILITY INSURANCE; APPROXIMATELY 6 HOURS/MONTH AND 1 HOURS DURING TRADING HOURS.] [TEIXEIRA PROPERTY ADVISERS INC.; LEGALLY STRUCTURED AS A S CORPORATION; REAL ESTATE; ROLE/TITLE: OWNER; COMPENSATION: PROFIT; REAL ESTATE BROKERAGE USED TO BUY AND SELL REAL ESTATE; APPROXIMATELY 4 HOURS/MONTH AND 1 HOURS DURING TRADING HOURS.] [RENTAL PROPERTY; ROLE/TITLE: OWNER; COMPENSATION: RENTAL INCOME] [TEIXEIRA CAPITAL VENTURES LLC; REAL ESTATE INVESTMENT AND DEVELOPMENT; SAN LUIS OBISPO, CA; START DATE 08/2015; ROLE/TITLE: OWNER; INVESTMENT RELATED; 8 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: PROFIT]

Exams

• S66 Uniform Combined State Law Examination
  2011-12-15
• S63 Uniform Securities Agent State Law Examination
  2009-04-24

Other Names

• Kevin Dean Teixeira