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Tricia Teegardin

WATERLOO CAPITAL, L.P.·AUSTIN, Texas
Unclaimed Profile
301 CONGRESS AVENUE, AUSTIN, TX 78701CRD# 6154415Firm CRD# 133705
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WATERLOO CAPITAL, L.P.
WATERLOO CAPITAL
AUM
$1.3B
Regulatory assets under management
Employees
42
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 6154415
Firm CRD# 133705
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
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