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Robert Wesley Teague

MARKLE FINANCIAL LLC·LARAMIE, Wyoming
SIE, Series 6, Series 7, Series 63, Series 66Clean record23 years registeredMARKLE FINANCIAL LLC
506 S. 21ST. ST. SUITE 101, LARAMIE, WY 82070CRD# 4114764Firm CRD# 302088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Wesley Teague · LARAMIE, WY
Registration
CRD #4114764 · MARKLE FINANCIAL LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

MARKLE FINANCIAL LLC
May 2024 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Feb 2010 – May 2024
Lemoyne, PA
AXA ADVISORS, LLC
Nov 2007 – Jul 2008
LANCASTER, PA
CUNA BROKERAGE SERVICES, INC.
Oct 2002 – Nov 2007
CAMP HILL, PA
AXA ADVISORS, LLC
Sep 2002 – Oct 2002
LANCASTER, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · September 27, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MARKLE FINANCIAL LLC
CRD 302088 · SEC 801-116686
AUM
$97M
Regulatory assets under management
Employees
4
505 client accounts
Services offered by MARKLE FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at MARKLE FINANCIAL LLC →
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05

Frequently Asked Questions

What services does Robert Wesley Teague offer?
Robert Wesley Teague specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LARAMIE, Wyoming for a consultation.
What are Robert Wesley Teague's credentials?
Robert Wesley Teague is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Wesley Teague located?
Robert Wesley Teague is based in LARAMIE, Wyoming, working with MARKLE FINANCIAL LLC. Their office serves clients in the LARAMIE metropolitan area and surrounding communities.
How does Robert Wesley Teague charge for services?
Robert Wesley Teague's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARKLE FINANCIAL LLC?
MARKLE FINANCIAL LLC has approximately 4 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MARKLE FINANCIAL LLC

Shannon Michael Markle
LARAMIE, WY
Leslie Marie Johnson
LARAMIE, WY

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