Robert Teague has been Partner of Markle Financial since July 2024, is a control person of the firm and directly owns between 10% and 25% of it. Robert Teague holds a Bachelor of Science from Houghton College.
Markle Financial LLC is a Laramie, WY firm with $141M under management, 265 clients and 5 advisers across 3 offices, as of its June 2026 filing.
Rob Teague is Senior Partner, Private Client Group, of Markle Financial, based in Laramie, WY. He has nearly 25 years of experience guiding high-net-worth families and multi-generational clients through complex financial decisions, beginning his career in financial services as a financial advisor. Since being appointed its first Executive Director in 2008, he has also served as Executive Director of the Eden Bridge Foundation, a faith-based non-profit in Lancaster, Pennsylvania.
Robert Teague’s longest registration was 14 years at Cambridge Investment Research Advisors, Inc. (2010–2024). Before joining Markle Financial in 2024, Robert Teague was registered through Cambridge Investment Research Advisors, Inc. and Axa Advisors, LLC.
- Markle Financial LLCCurrent– present · 2 yearsLancaster, PA · Adviser representative · Firm CRD 302088
- Cambridge Investment Research Advisors, Inc.– · 14 yearsLemoyne, PA · Adviser representative · Firm CRD 134139
- Axa Advisors, LLC– · under a yearLancaster, PA · Adviser representative · Firm CRD 6627
- Cuna Brokerage Services, Inc.– · 5 yearsCamp Hill, PA · Adviser representative · Firm CRD 13941
- Axa Advisors, LLC– · under a yearLancaster, PA · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Robert Teague is registered as an investment adviser representative in 2 states. Each was approved in May 2024.
- PennsylvaniaSince 6 May 2024
- TexasSince 6 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 September 2002 |
| Series 7 | General Securities Representative Examination | 2 July 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 March 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 March 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Wesley Teague
- CRD
- 4114764
- Firm
- Markle Financial · CRD 302088
- Role
- Partner
- Office
- 1853 William Penn Way, Lancaster, PA 17601
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- marklefinancial.com
Where does Robert Teague work?
Robert Teague has been Partner of Markle Financial LLC since July 2024, and is a control person of the firm.
Is Robert Teague a financial advisor?
Yes. Robert Teague has a current investment-adviser registration in Pennsylvania and Texas, through Markle Financial since May 2024.
How many years of experience does Robert Teague have?
Robert Teague has 24 years in the financial industry, since January 2002, across 4 adviser firms.
What exams has Robert Teague passed?
Robert Teague has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in March 2000. FINRA credited Robert Teague with the SIE, which began in October 2018.
Where did Robert Teague work before Markle Financial?
Before Markle Financial, Robert Teague was registered through Axa Advisors, LLC, November 2007 to July 2008; Cuna Brokerage Services, Inc., October 2002 to November 2007; Axa Advisors, LLC, September 2002 to October 2002.
Where is Robert Teague based?
Robert Teague’s registered office is in Lancaster, PA.
Is Robert Teague registered with FINRA?
No. Robert Teague has no current broker registration.
How can I verify Robert Teague’s record?
Search CRD 4114764 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Teague’s full registration record.
