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Financial ADVSR advisor directory · SEC adviser records

Team Financial Strategies financial advisors in Texas

Every SEC-registered investment adviser representative at a Team Financial Strategies office in Texas, by city and A to Z.

The short answer

9 registered advisors work at Team Financial Strategies in Texas, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Abilene (8). 4 list the CFP designation and 0 are also registered broker representatives.

Team Financial Strategies advisors by city in Texas

Every firm in Texas →

Abilene 8Granbury 1

Team Financial Strategies advisors in Texas, A to Z

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Questions

How many Team Financial Strategies financial advisors are in Texas?

9 investment adviser representatives are registered at Team Financial Strategies offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Team Financial Strategies have the most advisors?

Abilene, with 8, then Granbury (1). Team Financial Strategies has advisors in 2 cities in Texas.

How do I check a Team Financial Strategies advisor in Texas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Team Financial Strategies office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.