Daniel
Teague

Dfpg Investments, LLC

CRD#6206280
Investment Advisor
in Sandy, UT

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About this Advisor

Daniel Teague is a financial advisor who works out of Sandy, Utah, who has 2 years of industry experience. Teague is currently employed by Dfpg Investments, LLC. The advisor has gained experience at Ameriprise Financial Services, Inc, Gull Boats & Rv, Gradient Securities, LLC, Gradient Advisors, LLC, Woodbury Financial Services, Inc, U.S. Bancorp Investments, Inc, U.S. Bank, Amazon Payments, Inc and Dfpg Investments, LLC. Teague has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to work in Texas and Utah. Dfpg Investments, LLC is an advisory firm headquartered in Sandy, UT. It has offices in 23 locations and a total of 156 people on staff. It controls $2 billion in total assets among its 10,642 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 10,642 accounts, 29% belong to high-net-worth clients who have at least $1 million in assets. Dfpg Investments, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely depend on which services the firm provides the client. Fee types charged by Dfpg Investments, LLC most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9017 S Riverside Drive Suite 210
Sandy, UT 84070

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Dfpg Investments, LLC Brokerage Details

Total Assets Under Management

$2,009,732,330

UT Average: $693,624,108
Total Number of Employees

156

UT Average: 12
Total Number of Accounts

10,642

UT Average: 1,115
Average Account Size

$188,849

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Daniel Teague Work History

Daniel has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Dfpg Investments, LLC

2020 - 2021 (1 year)

Gradient Securities, LLC

2020 - 2021 (1 year)

Amazon Payments, Inc

2019 - 2020 (1 year)

U.S. Bank

2016 - 2020 (4 years)

U.S. Bancorp Investments, Inc

2015 - 2016 (1 year)

Woodbury Financial Services, Inc

2014 - 2015 (1 year)

Gradient Advisors, LLC

2013 - 2013 (< 1 year)

Ameriprise Financial Services,Inc

2013 - 2015 (2 years)

Gradient Securities, LLC

2012 - 2013 (1 year)

Gull Boats & Rv

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Teague to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dfpg Investments, LLC

Ruben Vilorio
Sandy, UT
Breanne Polonia
Sandy, UT
David Wrigley
Sandy, UT
Bryan Sonderby
Sandy, UT
Keith Larsen
Sandy, UT
Robin Andersen
Sandy, UT
Matthew Poole
Sandy, UT
Kenneth Kladouris
Sandy, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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