The Financial Team, Inc.

The Financial Team, Inc. (CRD# 141355) is a financial advisory firm headquartered in Carlsbad, CA. They serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6790 Embarcadero Lane, Suite 100, Carlsbad, CA 92011
https://www.facebook.com/thefinancialteam/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at The Financial Team, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Nicholas Gardner, financial advisor Carlsbad CA
Nicholas J. Gardner
CRD#: 5777904
6790 Embarcadero Lane, Suite 100, Carlsbad, CA 92011

Nicholas Gardner (CRD# 5777904) is an Investment Advisor Representative working at The Financial Team, Inc. in Carlsbad, CA and has over 13 years of experience in the finance industry.

2
Maureen Verduyn, financial advisor Carlsbad CA
Maureen L. Verduyn
CRD#: 1239558
6790 Embarcadero Lane, Suite 100, Carlsbad, CA 92011

Maureen Verduyn (CRD# 1239558) is an Investment Advisor Representative working at The Financial Team, Inc. in Carlsbad, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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