Randall
Teegardin
360 Financial Partners, LLC
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About this Advisor
Randall Teegardin is a financial advisor working out of Mount Pleasant, South Carolina who has 9 years of relevant experience. Teegardin is currently employed by 360 Financial Partners, LLC. Over the course of their career, Teegardin has held roles at Next Financial Group Inc, Sterne Agee, 360 Financial Partners, LLC and Next Financial Group, Inc. Teegardin holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to work in South Carolina and Texas. 360 Financial Partners, LLC is a company based out of Mount Pleasant, SC. It administers $112 million in total assets across its 498 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to one charitable organizations. Of its 498 client accounts, just 10% belong to high-net-worth investors who have at least $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees charged by 360 Financial Partners, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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360 Financial Partners, LLC Brokerage Details
$111,526,477
3
498
$223,949
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
- Educational seminars/workshops
- Other
Randall Teegardin Work History
Randall has been registered as a financial advisor for 9 years.*
Sterne Agee
360 Financial Partners, LLC
360 Financial Partners, LLC
Next Financial Group, Inc
Next Financial Group Inc
*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 Randall Teegardin 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 360 Financial Partners, LLC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
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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