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Joseph Shane Team

J. TEAM FINANCIAL, INC.·ABILENE, Texas
Unclaimed Profile
425 CYPRESS ST., ABILENE, TX 79601CRD# 4820236Firm CRD# 134104
01

About

Joseph Shane Team is a registered financial advisor based in ABILENE, Texas, affiliated with J. TEAM FINANCIAL, 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
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
J. TEAM FINANCIAL, INC.
TEAM FINANCIAL STRATEGIES
AUM
$203M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at J. TEAM FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4820236
Firm CRD# 134104
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Shane Team offer?
Joseph Shane Team specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ABILENE, Texas for a consultation.
What are Joseph Shane Team's credentials?
Joseph Shane Team is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Shane Team located?
Joseph Shane Team is based in ABILENE, Texas, working with J. TEAM FINANCIAL, INC.. Their office serves clients in the ABILENE metropolitan area and surrounding communities.
How does Joseph Shane Team charge for services?
Joseph Shane Team's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J. TEAM FINANCIAL, INC.?
J. TEAM FINANCIAL, INC. has approximately 9 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
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