# THE FINANCIAL TEAM, INC.

THE FINANCIAL TEAM, INC. of CARLSBAD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 141355
- Type: SEC-registered investment adviser
- Location: 6790 EMBARCADERO LANE, CARLSBAD, CA, 92011
- Phone: 760.448.2882
- Latest filing: 2026-02-18
- Clients: 2

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance, Other
- Clients served: Individuals, Pensions, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141355/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141355/similar
- Related entities: https://search.stillhousedata.com/firm/141355/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141355

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.