Unclaimed Profile

Joseph Shane Team

J. TEAM FINANCIAL, INC.·ABILENE, Texas

Clean recordJ. TEAM FINANCIAL, INC.

425 CYPRESS ST., ABILENE, TX 79601CRD# 4820236Firm CRD# 134104

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Shane Team · ABILENE, TX

Registration

CRD #4820236 · J. TEAM FINANCIAL, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

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Firm Overview

Firm

J. TEAM FINANCIAL, INC.

TEAM FINANCIAL STRATEGIES

AUM

$203M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4820236

Firm CRD# 134104

View on FINRA BrokerCheck →

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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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