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Financial ADVSR advisor directory · SEC adviser records

Lifestyle Wealth financial advisors in Texas

Every SEC-registered investment adviser representative at a Lifestyle Wealth office in Texas, by city and A to Z.

The short answer

16 registered advisors work at Lifestyle Wealth in Texas, out of 16 nationwide; it's the firm's number 1 state by advisors, and the most are in Friendswood (10). 4 list the CFP designation and 11 are also registered broker representatives.

Lifestyle Wealth advisors by city in Texas

Every firm in Texas →

Friendswood 10Texas City 2Dallas 1Deer Park 1Fort Worth 1Suite 300 1

Lifestyle Wealth advisors in Texas, A to Z

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Lifestyle Wealth advisors in every state →Lifestyle Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Lifestyle Wealth financial advisors are in Texas?

16 investment adviser representatives are registered at Lifestyle Wealth offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 16 at the firm nationwide. 4 list the CFP designation and 11 are also registered as broker representatives.

Where in Texas does Lifestyle Wealth have the most advisors?

Friendswood, with 10, then Texas City (2). Lifestyle Wealth has advisors in 6 cities in Texas.

How do I check a Lifestyle Wealth advisor in Texas?

Each advisor below 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. Advisors are listed at the city of the Lifestyle Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.