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CRD#: 289766
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

TEAMWORTHY GROUP LLC is located at 1005 17th Ave S Floor 9, Nashville, TN 37212. TEAMWORTHY GROUP LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of TEAMWORTHY GROUP LLC’s clients are individuals and 0% of their clients are high net worth individuals. TEAMWORTHY GROUP LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at TEAMWORTHY GROUP LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access TEAMWORTHY GROUP LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at TEAMWORTHY GROUP LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for TEAMWORTHY GROUP LLC Comes From

Understanding the Statistics for TEAMWORTHY GROUP LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
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HNWI
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MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1005 17th Ave S Floor 9, Nashville, TN 37212
Phone Number
(646) 883-4777
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
TEAMWORTHY, INC.SOLE MEMBER08/2019

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Advisor's working at TEAMWORTHY GROUP LLC

Brian Scott Mckinney
AdvisorCheck Check Mark

Brian Scott Mckinney

IAR
CRD#: 6661521
CFP®: Certified Financial Planner
Location:
Columbia, MD 21045
Company:
WILLIAMS ASSET MANAGEMENT
Disclosures:
Experience:
9 years
JR
AdvisorCheck Check Mark

James Andrew Rushing JR

Andy Rushing, James Andrew Rushing
IAR
RR
CRD#: 6320655
Location:
Austin, TX 78756
Company:
VOYA FINANCIAL ADVISORS, INC.
Disclosures:
Experience:
11 years
Ronald William Guay
AdvisorCheck Check Mark

Ronald William Guay

Ronald Guay
IAR
CRD#: 6746496
CFP®: Certified Financial Planner
Location:
San Jose, CA 95131
Company:
FALCON WEALTH PLANNING, INC.
Disclosures:
Experience:
9 years
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