Hany H Ahmad
Investment adviser representative at Teamwork Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Teamwork Financial Advisors, LLCSep 2024 to now
- Ameriprise Financial Services, LLCNov 2022 to now
- Bok Financial Securities, Inc.Jan 2020 to Dec 2022
- BOKF, NAJan 2020 to Nov 2022
- Wells Fargo Advisors LLCJul 2016 to Jan 2020
- Wells Fargo Clearing Services, LLCJul 2016 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Teamwork Financial Advisors, LLC
$1BAssets managed
2,485Clients
11Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4947204
- Firm CRD
- 165237