Unclaimed Profile

Tricia Teegardin

WATERLOO CAPITAL, L.P.·AUSTIN, Texas

Clean recordWATERLOO CAPITAL, L.P.

301 CONGRESS AVENUE, AUSTIN, TX 78701CRD# 6154415Firm CRD# 133705

Profile Verification

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

Identity

Tricia Teegardin · AUSTIN, TX

Registration

CRD #6154415 · WATERLOO CAPITAL, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tricia Teegardin is a registered financial advisor based in AUSTIN, Texas, affiliated with WATERLOO CAPITAL, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WATERLOO CAPITAL, L.P.

WATERLOO CAPITAL

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WATERLOO CAPITAL, L.P. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 6154415

Firm CRD# 133705

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tricia Teegardin offer?

Tricia Teegardin specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.

What are Tricia Teegardin's credentials?

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

Where is Tricia Teegardin located?

Tricia Teegardin is based in AUSTIN, Texas, working with WATERLOO CAPITAL, L.P.. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Tricia Teegardin charge for services?

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

How large is WATERLOO CAPITAL, L.P.?

WATERLOO CAPITAL, L.P. has approximately 42 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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