TG
TG

Teresa Donne Gast

23 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
106 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

Tower 909 Building, 909 Lake Carolyn Parkway, Suite 330, Irving, TX, 75039

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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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Other Business ActivitiesSells Insurance

Teresa maintains a less than 2% ownership interest in Tectonic Holdings, LLC and T Acquisition, Inc. Tectonic Holdings owns affiliated advisory, broker-dealer, and insurance firms, while TAI owns a national bank.

Employment History
Current Registrations
Privus Financial, LLC
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Cain, Watters & Associates, LLC
May 2002 - January 2019 · 16 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.