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Natalie Ann Teeley

Assetmark Brokerage, LLC

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About Natalie Ann Teeley

Natalie Teeley is a registered representative with Assetmark Brokerage, LLC. Natalie has been in the securities industry since November 2, 2010. Natalie holds the Series 7 and SIE licenses. Natalie is currently registered in California. Previously, Natalie was registered with Capital Brokerage Corporation in Virginia.

Firm Information

Natalie Teeley is currently registered with Assetmark Brokerage, LLC. Assetmark Brokerage, LLC is a Limited Liability Company formed in 2013 and approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

168

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Natalie Teeley’s Registration & Firm History

CA

08/15/2014 - Present

Assetmark Brokerage, LLC (CONCORD CA)

VA

11/03/2010 - 08/15/2014

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Natalie Ann Teeley.
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