Unclaimed Profile

Teresa Donne Gast

PRIVUS FINANCIAL, LLC·DALLAS, Texas

Series 65Clean record24 years registeredPRIVUS FINANCIAL, LLC

13355 NOEL ROAD, SUITE 1450, DALLAS, TX 75240CRD# 4538549Firm CRD# 291495

Profile Verification

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

Identity

Teresa Donne Gast · DALLAS, TX

Registration

CRD #4538549 · PRIVUS FINANCIAL, LLC · 24 years registered

Brand Profile

Not yet started

Career History

PRIVUS FINANCIAL, LLC

Jan 2018 – present

CAIN, WATTERS & ASSOCIATES, LLC

May 2002 – Jan 2019

PLANO, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 16, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVUS FINANCIAL, LLC

CRD 291495 · SEC 801-112313

Employees

Total firm employees

Services offered by PRIVUS FINANCIAL, LLC

Per Form ADV

Financial planning

Security ratings or pricing services

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at PRIVUS FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Teresa Donne Gast offer?

Teresa Donne Gast specializes in Financial Planning. Contact their office in DALLAS, Texas for a consultation.

What are Teresa Donne Gast's credentials?

Teresa Donne Gast is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Teresa Donne Gast located?

Teresa Donne Gast is based in DALLAS, Texas, working with PRIVUS FINANCIAL, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Teresa Donne Gast charge for services?

Teresa Donne Gast's firm is compensated through subscription fees, other: refer to schedule d-miscellaneous for addt'l fee information. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVUS FINANCIAL, LLC?

PRIVUS FINANCIAL, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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