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James Louis Dailey

TEAM FINANCIAL MANAGERS, INC.·HARRISBURG, Pennsylvania
TEAM FINANCIAL MANAGERS, INC.
800 CORPORATE CIRCLE, HARRISBURG, PA 17110CRD# 3097260Firm CRD# 115130

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Louis Dailey · HARRISBURG, PA
Registration
CRD #3097260 · TEAM FINANCIAL MANAGERS, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

James Louis Dailey is a registered financial advisor based in HARRISBURG, Pennsylvania, affiliated with TEAM FINANCIAL MANAGERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TEAM FINANCIAL MANAGERS, INC.
TEAM FINANCIAL MANAGERS
AUM
$175M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at TEAM FINANCIAL MANAGERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3097260
Firm CRD# 115130
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Louis Dailey offer?
James Louis Dailey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARRISBURG, Pennsylvania for a consultation.
What are James Louis Dailey's credentials?
James Louis Dailey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Louis Dailey located?
James Louis Dailey is based in HARRISBURG, Pennsylvania, working with TEAM FINANCIAL MANAGERS, INC.. Their office serves clients in the HARRISBURG metropolitan area and surrounding communities.
How does James Louis Dailey charge for services?
James Louis Dailey's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TEAM FINANCIAL MANAGERS, INC.?
TEAM FINANCIAL MANAGERS, INC. has approximately 6 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TEAM FINANCIAL MANAGERS, INC.

Samuel Stanley Lindenberg
HARRISBURG, PA

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