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Thomas Teagle

29 Years of Experience
Nashville, TN
Broker

Thomas Teagle is a registered investment advisor at &partners, based in Nashville, TN, with 29 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
459 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.

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Location

40 Burton Hills Blvd, Suite 350, Nashville, TN, 37215

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
&partnersBroker
May 2024 - Present · 2 yrs
&partners
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
June 2014 - May 2024 · 9 yrs 11 mos
Wells Fargo Advisors
June 2014 - May 2024 · 9 yrs 11 mos
Bb&t Securities, LLC
January 2013 - July 2014 · 1 yr 6 mos
Bb&t Securities, LLCBroker
January 2013 - July 2014 · 1 yr 6 mos
Scott & Stringfellow, LLCBroker
May 1999 - January 2013 · 13 yrs 8 mos
Scott & Stringfellow, LLC
December 1997 - January 2013 · 15 yrs 1 mo
Scott & Stringfellow, INC.Broker
October 1997 - May 1999 · 1 yr 7 mos
Wheat, First Securities, INC.Broker
February 1997 - November 1997 · 9 mos
State Registrations16 states
ALCACODCDEFLGAMAMDMINCNJNYSCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Thomas Teagle - Financial Advisor | TrueAdvisor