THE FINANCIAL TEAM, INC.

THE FINANCIAL TEAM, INC. of CARLSBAD, CA is an SEC-registered investment adviser (CRD 141355).

Registration

• CRD: 141355
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141355 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search