Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bradley Teegarden is a financial advisor with over 20 years of experience in the financial services industry. James is currently registered with Csenge Advisory Group, LLC as an investment advisor representative. James provides financial planning, portfolio management, and asset allocation services to individuals, businesses, and charitable organizations. James is dedicated to helping clients achieve their financial goals through a personalized approach.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
03/19/2020 - Present
Csenge Advisory Group, LLC (Boulder CO)
CO
03/15/2017 - 09/18/2023
LION STREET FINANCIAL, LLC (Boulder CO)
CO
03/28/2006 - 02/26/2008
GENEOS WEALTH MANAGEMENT, INC. (BROOMFIELD CO)
TX
01/03/2003 - 03/07/2006
NFP SECURITIES, INC. (AUSTIN TX)
CO
08/16/2002 - 01/06/2003
RMIN SECURITIES (DENVER CO)
CO
08/30/2000 - 08/26/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
IN
06/01/1998 - 08/31/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
10/29/1996 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 07/22/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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