Financial ADVSR advisor directory · SEC adviser records
Lifestyle Wealth financial advisors
Every SEC-registered investment adviser representative at Lifestyle Wealth, by the state and city of the office they work from.
The short answer
16 registered advisors work at Lifestyle Wealth, in 1 state and 6 cities; the most are in Friendswood, TX (10). 4 list the CFP designation and 11 are also registered broker representatives.
Search every Lifestyle Wealth advisor by name →Who joined and left Lifestyle Wealth →Lifestyle Wealth: assets, clients and custodians →
Cities with the most Lifestyle Wealth advisors
Friendswood, TX 10Texas City, TX 2Dallas, TX 1Deer Park, TX 1Fort Worth, TX 1Suite 300, TX 1
Lifestyle Wealth advisors by state
Questions
How many financial advisors does Lifestyle Wealth have?
16 investment adviser representatives are registered with Lifestyle Wealth, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 6 cities. 4 list the CFP designation and 11 are also registered as broker representatives.
Where does Lifestyle Wealth have the most advisors?
Friendswood, TX, with 10 registered advisors, then Texas City, TX (2). By state, Texas has the most, with 16.
How do I find a Lifestyle Wealth financial advisor near me?
Pick your state below, then your city, to see every Lifestyle Wealth advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Lifestyle Wealth offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →