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Randall Teegardin, portrait

Randall Teegardin

Managing Member at 360 Financial Partners in Mount Pleasant, SC

Investment adviser and broker registrationsUpdated

Randall Teegardin is Managing Member of 360 Financial Partners, LLC, an investment adviser managing $207M, and works from its Mount Pleasant, SC office. Randall Teegardin has been registered as an investment adviser representative through 360 Financial Partners since 30 June 2014, has 25 years in the industry across 2 firms and has passed the Series 6, Series 63, Series 7 and Series 66.

25
Years in industry
12
Years at firm
2
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Randall Teegardin has been Managing Member of 360 Financial Partners since July 2007, is a control person of the firm and directly owns between 50% and 75% of it. Randall Teegardin holds a Bachelor of Arts in Political Science from Furman University.

360 Financial Partners, LLC is a Mount Pleasant, SC firm with $207M under management, 292 clients and 3 advisers in one office, as of its March 2026 filing.

Randall Teegardin is Partner and Investment Professional of 360 Financial Partners. He began a career in wealth management after graduating from Furman University in 1999 and has over two decades of experience in the financial management industry. He specializes in developing business succession and transition plans for medium to small business owners and in designing wealth building strategies for individuals and professionals.

Randall Teegardin’s longest registration is the current one, 12 years at 360 Financial Partners since 2014. Before joining 360 Financial Partners in 2014, Randall Teegardin was registered through Next Financial Group, Inc.

  1. – present · 12 years
    Mount Pleasant, SC · Adviser representative · Firm CRD 169280
  2. Next Financial Group, Inc.
    – · 2 years
    MT. Pleasant, SC · Adviser representative · Firm CRD 46214

Credentials and registrations

Investment adviser representative registrations

Randall Teegardin is registered as an investment adviser representative in 2 states. The first approvals date from June 2014; the most recent is Texas, in April 2016.

  • South CarolinaSince 30 June 2014
  • TexasSince 7 April 2016

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 666 May 2011
Name
Uniform Combined State Law Examination
Series 75 April 2010
Name
General Securities Representative Examination
Series 6322 March 2001
Name
Uniform Securities Agent State Law Examination
Series 622 February 2001
Name
Investment Company Products/Variable Contracts Representative Examination

Key facts

Full name
Randall Dickson Teegardin
CRD
4297188
Firm
360 Financial Partners · CRD 169280
Role
Managing Member
Office
1081 JOHNNIE DODDS BLVD., STE 100, Mount Pleasant, SC 29464
Registration
Investment adviser and broker registrations
In the industry since
February 2001
Disciplinary history
Not yet shown here · SEC record · BrokerCheck
Firm bio
360fp.com

Common questions

Where does Randall Teegardin work?

Randall Teegardin has been Managing Member of 360 Financial Partners, LLC since July 2007, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 6 March 2026

Is Randall Teegardin a financial advisor?

Yes. Randall Teegardin has a current investment-adviser registration in South Carolina and Texas, through 360 Financial Partners since June 2014.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Randall Teegardin have?

Randall Teegardin has 25 years in the financial industry, since February 2001, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Randall Teegardin passed?

Randall Teegardin has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in February 2001. FINRA credited Randall Teegardin with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Randall Teegardin work before 360 Financial Partners?

Before 360 Financial Partners, Randall Teegardin was registered through Next Financial Group, Inc., May 2011 to April 2014.

Source: IAPD individual record, checked 22 October 2026

Where is Randall Teegardin based?

Randall Teegardin’s registered office is in Mount Pleasant, SC.

Source: IAPD individual record, checked 22 October 2026

Is Randall Teegardin registered with FINRA?

Yes. Randall Teegardin has a current broker registration, under CRD 4297188.

Source: FINRA BrokerCheck

How can I verify Randall Teegardin’s record?

Search CRD 4297188 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Randall Teegardin’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at 360 Financial Partners

Sources

  1. IAPD individual record, CRD 4297188, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of 360 Financial Partners, LLC, filed 6 March 2026. Title, control and ownership bands.
  3. 360 Financial Partners team page. Biography, education, credentials, awards and the portrait, reproduced for identification.