Team Financial Strategies
Team Financial Strategies (CRD# 134104) is a financial advisory firm headquartered in Abilene, TX. They manage $180,828,369 in 1,000 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management181MILLION
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Total Number of Accounts1,000ACCOUNTS
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Average Account Value$180,828
- A percentage of assets under your management
- 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
TX
Darrell Haynes (CRD# 4428800) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has over 22 years of experience in the finance industry.
Chad Hoes (CRD# 4803973) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has over 19 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 9 years of experience in the finance industry.
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.
James Leavell (CRD# 7413647) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has 1 year of experience in the finance industry.