Teresa Gast is a registered investment advisor at Privus Financial, LLC, based in Irving, TX, with 23 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 106 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Tower 909 Building, 909 Lake Carolyn Parkway, Suite 330, Irving, TX, 75039
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Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Cain, Watters & Associates, LLC
State Registrations1 state
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