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James Leavell

Team Financial Strategies

Abilene, TX

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Current Employers
Team Financial Strategies

425 Cypress St., Abilene, TX 79601 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-20
  • TX RA
    APPROVED
    Since 2021-07-20

Branch Locations

425 Cypress St., Abilene, TX 79601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Abilene Isd Abilene TX 08/2015 07/2019
Team Financial Strategies Abilene TX 09/2019 Present
Designations

View on SEC IAPD

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ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

JAMES B SONGER
RICHARD THOMAS DANSBY
KEITH ALLAN SHAHAN
RISHA DENEE SANDERS
KYLE ROBERT SCHNITMAN
PAUL ROBERT SCHNITMAN
Clayton Boyd Tarpley
Madison Brown Tarpley

Other Offices

LPL FINANCIAL LLC · ABILENE, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ABILENE, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Abilene, TX
PLAN AHEAD FINANCIAL MANAGEMENT, INC. · ABILENE, TX
EDWARD JONES · ABILENE, TX
OSAIC WEALTH, INC. · ABILENE, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Abilene, TX
LPL FINANCIAL LLC · ABILENE, TX

More in Abilene, TX

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