Team Wealth & Tax Advisors
Team Wealth & Tax Advisors (CRD# 309411) is a financial advisory firm headquartered in Temecula, CA. They manage $147,216,357 in 625 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management147MILLION
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Total Number of Accounts625ACCOUNTS
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Average Account Value$235,546
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
CA, FL, ID, TX
Jeffry Cole (CRD# 2437637) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has over 30 years of experience in the finance industry.
Jeffry Cole (CRD# 6791844) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has 1 year of experience in the finance industry.
Leonard Cole (CRD# 2421588) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has over 30 years of experience in the finance industry.
Dustin Watts (CRD# 7038627) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has 1 year of experience in the finance industry.
David Leonhart (CRD# 5168518) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has over 16 years of experience in the finance industry.
Brian Owen (CRD# 7438903) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has over 2 years of experience in the finance industry.