Robert Wesley Teague
Investment adviser representative at Markle Financial LLC
19 yearsExperience
2 statesRegistered in
$141.2MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Markle Financial LLCMay 2024 to now
- Eden Bridge FoundationNov 2007 to now
- Cambridge Investment Research Advisors, IncFeb 2010 to May 2024
- Cambridge Investment Research, IncFeb 2010 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Markle Financial LLC
$141.2MAssets managed
265Clients
3Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4114764
- Firm CRD
- 302088