Managing Member · 360 Financial Partners, LLC
Randall D. Teegardin
CRD 4297188 · Named on Form ADV at one SEC-registered adviser
At a glance
360 Financial Partners, LLC, an SEC-registered wealth manager based in Mount Pleasant, SC with $207 million in regulatory assets, lists Randall D. Teegardin on its Form ADV as Managing Member, a control person.
Firms and roles
- 360 Financial Partners, LLCManaging MemberWealth manager · Mount Pleasant, SC · $207M in regulatory assets
AtlasMembers
Randall’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Dustin J. HughesManaging Member & Chief Compliance Officer, 360 Financial Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Randall’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.