J. TEAM FINANCIAL, INC.

TEAM FINANCIAL STRATEGIES
ABILENE, Texas·4 registered advisors·CRD# 134104
SEC# 801-785961325-480-1587
01

Firm Overview

AUM
$203M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
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.

4 registered advisors
Blake E Marion
ABILENE, Texas
Darrell Scott Haynes
ABILENE, Texas
Heath Harold Hamrick
ABILENE, Texas
Joseph Shane Team
ABILENE, Texas
05

Office Locations

ABILENE, Texas
4 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.