Unclaimed
Thomas Cushman Teagle is a registered investment advisor representative with &partners. Thomas has been in the securities industry since February 3, 1997. Thomas currently has registrations in multiple states, including Texas and Virginia. Thomas's previous employers include Wells Fargo Clearing Services, LLC, BB&T Securities, LLC, and Scott & Stringfellow, LLC. Thomas specializes in providing investment advice to individuals, businesses, trusts, estates, and pension plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
05/24/2024 - Present
&partners (NASHVILLE TN)
VA
06/27/2014 - 05/29/2024
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
VA
01/02/2013 - 07/02/2014
BB&T SECURITIES, LLC (RICHMOND VA)
VA
05/05/1999 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
VA
10/21/1997 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NC
02/04/1997 - 11/05/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 06/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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