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Financial ADVSR advisor directory · SEC adviser records

Lifespan Financial Strategies, Inc. financial advisors in Weston, FL

Every SEC-registered investment adviser representative at a Lifespan Financial Strategies, Inc. office in Weston, A to Z.

The short answer

3 registered advisors work at Lifespan Financial Strategies, Inc. in Weston, out of 4 at the firm nationwide; it ranks number 11 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Lifespan Financial Strategies, Inc. advisors in Weston, A to Z

Every Lifespan Financial Strategies, Inc. advisor →

Lifespan Financial Strategies, Inc. advisors in every city and state →Lifespan Financial Strategies, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Lifespan Financial Strategies, Inc. advisors in other cities

Macomb, MI 1

Other firms in Weston

All Weston advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 25Truist Advisory Services, Inc. 14Raymond James & Associates, Inc. 8J.P. Morgan Securities LLC 7Corient 5Bolton Securities Corporation 4Citigroup Global Markets Inc. 4Integrity Alliance, LLC. 4Cetera Investment Advisers LLC 3Eagle Strategies LLC 3Raymond James Financial Services Advisors, Inc. 3Wells Fargo Clearing Services, LLC 3

Questions

How many financial advisors does Lifespan Financial Strategies, Inc. have in Weston?

3 investment adviser representatives are registered at Lifespan Financial Strategies, Inc. offices in Weston, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Lifespan Financial Strategies, Inc. one of the largest advisor employers in Weston?

Lifespan Financial Strategies, Inc. ranks number 11 in Weston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 25.

How do I check a Lifespan Financial Strategies, Inc. advisor in Weston?

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 Lifespan Financial Strategies, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.