J. TEAM FINANCIAL, INC.

TEAM FINANCIAL STRATEGIES
ABILENE, Texas·7 registered advisors·CRD# 134104
SEC# 801-785961325-480-1587
01

Firm Overview

AUM
$203M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at J. TEAM FINANCIAL, INC.

7 registered advisors
Blake E Marion
ABILENE, Texas
Darrell Scott Haynes
ABILENE, Texas
Harry Kyle Sheets
ABILENE, Texas
Heath Harold Hamrick
ABILENE, Texas
Joseph Shane Team
ABILENE, Texas
Landon Ted Sheets
ABILENE, Texas
Zachary Kyle Sheets
ABILENE, Texas
05

Office Locations

ABILENE, Texas
7 advisors

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Data sourced from SEC Form ADV filings. J. TEAM FINANCIAL, INC. (CRD# 134104) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.