Unclaimed Profile

Randall Dickson Teegardin

360 FINANCIAL PARTNERS, LLC·MOUNT PLEASANT, South Carolina

SIE, Series 6, Series 7, Series 63, Series 66Clean record15 years registered360 FINANCIAL PARTNERS, LLC

1081 JOHNNIE DODDS BLVD., MOUNT PLEASANT, SC 29464CRD# 4297188Firm CRD# 169280

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Randall Dickson Teegardin · MOUNT PLEASANT, SC

Registration

CRD #4297188 · 360 FINANCIAL PARTNERS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

360 FINANCIAL PARTNERS, LLC

Jun 2014 – present

NEXT FINANCIAL GROUP, INC.

May 2011 – Apr 2014

MT. PLEASANT, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · May 12, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

360 FINANCIAL PARTNERS, LLC

CRD 169280 · SEC 801-123075

AUM

$135M

Regulatory assets under management

Employees

514 client accounts

Services offered by 360 FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at 360 FINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Randall Dickson Teegardin offer?

Randall Dickson Teegardin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOUNT PLEASANT, South Carolina for a consultation.

What are Randall Dickson Teegardin's credentials?

Randall Dickson Teegardin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Randall Dickson Teegardin located?

Randall Dickson Teegardin is based in MOUNT PLEASANT, South Carolina, working with 360 FINANCIAL PARTNERS, LLC. Their office serves clients in the MOUNT PLEASANT metropolitan area and surrounding communities.

How does Randall Dickson Teegardin charge for services?

Randall Dickson Teegardin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 360 FINANCIAL PARTNERS, LLC?

360 FINANCIAL PARTNERS, LLC has approximately 3 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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