TrueAdvisor
TrueAdvisor
HA
CFP
HA
CFP

Hany H Ahmad

Teamwork Financial Advisors, LLC
19 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Teamwork Financial Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
2,328 clients
Average Client Portfolio
$344K average
Assets Under Management
$800.5M

Fee Structure

Financial Planning:Included in AUM fee

Location

9811 Katy Freeway, Suite 1075, Houston, TX, 77024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Teamwork Financial Advisors, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Ameriprise Financial Services, LLC
November 2022 - September 2024 · 1 yr 10 mos
Ameriprise Financial Services, LLCBroker
November 2022 - September 2024 · 1 yr 10 mos
Bok Financial Advisors
January 2020 - December 2022 · 2 yrs 11 mos
Bok Financial Securities, INC.Broker
January 2020 - December 2022 · 2 yrs 11 mos
Wells Fargo Clearing Services, LLC
July 2016 - January 2020 · 3 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
July 2016 - January 2020 · 3 yrs 6 mos
LPL Financial LLC
October 2011 - March 2015 · 3 yrs 5 mos
LPL Financial LLCBroker
October 2011 - March 2015 · 3 yrs 5 mos
Chase Investment Services CORP.
April 2008 - November 2011 · 3 yrs 7 mos
Chase Investment Services CORP.Broker
July 2005 - November 2011 · 6 yrs 4 mos
Banc One Securities CorporationBroker
May 2005 - July 2005 · 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.