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Randall Dickson Teegardin

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
288 clients
Average Client Portfolio
$553K average
Assets Under Management
$159.2M

Fee Structure

Minimum Investment:$15K
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Location

1081 Johnnie Dodds Blvd., Ste 100, Mount Pleasant, SC, 29464

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Randall is an officer with 360 Financial Partners, LLC, providing insurance and investment services, dedicating nearly full-time hours and holding 33.33% ownership. He is also an investment advisory representative for the same company and owns Oak Tees LLC, spending a few hours per week managing the property.

Employment History
Current Registrations
360 Financial Partners, LLC
June 2014 - Present · 11 yrs 8 mos
Stonex Securities INC.Broker
April 2014 - Present · 11 yrs 10 mos
Previous Registrations
Next Financial Group, INC.
May 2011 - April 2014 · 2 yrs 11 mos
Next Financial Group, INC.Broker
June 2007 - April 2014 · 6 yrs 10 mos
Securian Financial Services, INC.Broker
February 2001 - June 2007 · 6 yrs 4 mos
State Registrations15 states
ARCAFLGAILLAMAMIMONCNVNYSCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.