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Michael Francisco Gaona

Teamwork Financial Advisors, LLC

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About Michael Francisco Gaona

Michael Gaona is an investment advisor representative with Teamwork Financial Advisors, LLC. Michael has been in the financial services industry for over 5 years. Michael holds the Series 66 and Series 65 securities licenses. Michael works with individuals, high-net-worth individuals, charitable organizations, and pension plans. Michael is focused on providing financial planning and portfolio management services. Michael has experience working with clients in the San Antonio area and is committed to providing a high level of service to clients.

Firm Information

Michael Gaona is currently registered with Teamwork Financial Advisors, LLC. Teamwork Financial Advisors, LLC is a registered investment advisor located in San Antonio, TX. The firm provides financial planning and portfolio management services for individuals and businesses. Teamwork Financial Advisors manages approximately $653,563,110 in assets for 4,115 clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm employs 14 licensed agents and 13 investment advisor representatives.
Teamwork Financial Advisors, LLC

8 DOMINION DRIVE BLDG 100-103

SAN ANTONIO, TX 78257

$653.56M

Assets Under Management

2

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Gaona’s Registration & Firm History

TX

08/12/2019 - Present

Teamwork Financial Advisors, LLC (SAN ANTONIO TX)

TX

05/15/2018 - 08/15/2019

FIRST COMMAND FINANCIAL PLANNING, INC. (Cibolo TX)

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Licenses & Designations

IA

Issued 06/24/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/19/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Michael Francisco Gaona. Review regulatory record here.
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