Michael
Gaona
Teamwork Financial Advisors, LLC
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About this Advisor
Michael Gaona is a financial advisor based in San Antonio, Texas with 4 years of industry experience. Gaona is on the advisory team at Teamwork Financial Advisors, LLC. Their career trajectory has included roles at First Command Financial Services, The Litton Realty Group, Pizza Hut and Teamwork Financial Advisors. Gaona maintains Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Texas. Teamwork Financial Advisors, LLC is a registered investment firm operating out of San Antonio, TX. The firm has offices in five locations and a total of 14 financial advisors. It controls $560 million in assets under management among its 4,086 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides services to four charitable organizations. Of its 4,086 accounts, 31% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically vary depending on the type of financial services. However, fee types billed by Teamwork Financial Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Teamwork Financial Advisors, LLC Brokerage Details
$560,434,803
14
4,086
$137,160
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Gaona Work History
Michael has been registered as a financial advisor for 4 years.*
Teamwork Financial Advisors
First Command Financial Services
First Command Financial Services
The Litton Realty Group
Pizza Hut
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Gaona to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Teamwork Financial Advisors, LLC
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
Laredo, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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