Team Financial Strategies
Team Financial Strategies (CRD# 134104) is a financial advisory firm headquartered in Abilene, TX. They manage $70,100,000 in 198 accounts and serve the financial needs of clients across 1 states (or territories).
-
Total Assets Under Management70MILLION
-
Total Number of Accounts198ACCOUNTS
-
Average Account Value$354,040
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
TX
Heath Hamrick (CRD# 4808815) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has over 13 years of experience in the finance industry. Heath Hamrick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Darrell Haynes (CRD# 4428800) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has over 16 years of experience in the finance industry. Darrell Haynes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephanie Davis (CRD# 6363750) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has 1 year of experience in the finance industry. Stephanie Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joseph Team (CRD# 4820236) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has 1 year of experience in the finance industry. Joseph Team has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bradley Blanks (CRD# 6279502) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has over 3 years of experience in the finance industry.
Kenneth Young (CRD# 6305822) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has over 3 years of experience in the finance industry.
Blake Marion (CRD# 6382572) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has over 3 years of experience in the finance industry.