Randall Dickson Teegardin

Employer firm

360 Financial Partners, LLC CRD 169280

$207M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → Present
  Stonex Securities Inc.
  Birmingham, AL
• 04/2014 → Present
  360 Financial Partners, Llc
  Mt. Pleasant, SC
• 07/2007 → Present
  360 Financial Partners, Llc
  Mt. Pleasant, SC

Previous Registrations

• 2011-05-12 → 2014-04-29
  Next Financial Group, Inc.
  Houston, TX
  Mt. Pleasant, SC

Other Businesses

1) 360 FINANCIAL PARTNERS; LLC; INSURANCE AND INVESTMENT SERVICES; OFFICER; 90% TIME SPENT; 33.33% OWNERSHIP; $150K/YR COMP; INDEFINITE 2) 360 FINANCIAL PARTNERS, LLC. YES, INVESTMENT RELATED; 1081 JOHNNIE DODDS BLVD, STE 100, MT. PLEASANT SC 29464; RIA; INVESTMENT ADVISORY REP; 06/30/2014; 80 HOURS PER MONTH INCLUDING SEC TRADING HOURS; ASSET MANAGEMENT, FINANCIAL PLANNING AND RETIREMENT PLANNING. 3) Oak Tees LLC - 1205 Lighthouse Blvd Charleston, SC 29412 Nature of Business: I have purchased property to offer a location for my kids to live in the future. Investment Related: Yes Business Position: Owner and President Business Duties: Pay property taxes, files taxes, and coordinate with service providers (landscapers, etc) to make sure property is clean and protected. Business Start Date: 03/20/2025 Approximately 6-8 hours per month spent on this OBA, with zero during market hours.

Exams

• S66 Uniform Combined State Law Examination
  2011-05-06
• S63 Uniform Securities Agent State Law Examination
  2001-03-22