# TEAM WEALTH & TAX ADVISORS

> FINRA firm 309411 · ACTIVE · TEMECULA, CA

## Key facts

- **FINRA firm ID:** 309411
- **Firm name:** TEAM WEALTH & TAX ADVISORS
- **Other names:** TEAM FINANCIAL & INSURANCE SERVICES, TEAM WEALTH & TAX ADVISORS, TEAM FINANCIAL GROUP, LLC
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-127441
- **Branches:** 2
- **Has disclosure events:** No
- **Headquarters:** TEMECULA, CA, 92591, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/309411

## Citation

> FINRA BrokerCheck, firm 309411 (TEAM WEALTH & TAX ADVISORS). Retrieved via AI Analytics 2026-07-09 from https://api.ai-analytics.org/broker/309411.

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