Michael Gaona, financial advisor San Antonio TX

Michael Gaona

CRD Number: 6742148
Current Firm: Teamwork Financial Advisors, LLC

Michael Gaona (CRD# 6742148) is an Investment Advisor Representative working at Teamwork Financial Advisors, LLC in San Antonio, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Teamwork Financial Advisors San Antonio, TX Aug 2019 - Current 2
First Command Financial Services Cibolo, TX Jan 2017 - Current 4
First Command Financial Services San Antonio, TX Jan 2017 - Aug 2019 2
The Litton Realty Group San Antonio, TX Jun 2016 - Dec 2016 < 1
Pizza Hut San Antonio, TX Feb 2013 - Jun 2016 3
Follett Bookstore San Antonio, TX Nov 2012 - Jan 2013 < 1
H-e-b Universal City, TX Jun 2010 - Oct 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael F. Gaona
Phone Number: 210-687-1333
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    464
    MILLIONS
  • Total Number of Accounts
    2,515
    ACCOUNTS
  • Average Account Value
    $184,461
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, GA, KS, LA, NE, TX, VA

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