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Financial ADVSR advisor directory · SEC adviser records

Lifestyle Asset Management, Inc. financial advisors in Friendswood, TX

Every SEC-registered investment adviser representative at a Lifestyle Asset Management, Inc. office in Friendswood, A to Z.

The short answer

9 registered advisors work at Lifestyle Asset Management, Inc. in Friendswood, out of 15 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.

Lifestyle Asset Management, Inc. advisors in Friendswood, A to Z

Every Lifestyle Asset Management, Inc. advisor →

Lifestyle Asset Management, Inc. advisors in every city and state →Lifestyle Asset Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Lifestyle Asset Management, Inc. advisors in other cities

Texas City, TX 2Dallas, TX 1Deer Park, TX 1Fort Worth, TX 1Suite 300, TX 1

Other firms in Friendswood

All Friendswood advisors →

Strategic Advisers LLC 23Edward Jones 9Commonwealth Financial Network 7LPL Financial LLC 7J.P. Morgan Securities LLC 6Cetera Investment Advisers LLC 3Osaic Wealth, Inc. 3

Questions

How many financial advisors does Lifestyle Asset Management, Inc. have in Friendswood?

9 investment adviser representatives are registered at Lifestyle Asset Management, Inc. offices in Friendswood, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.

Is Lifestyle Asset Management, Inc. one of the largest advisor employers in Friendswood?

Lifestyle Asset Management, Inc. ranks number 3 in Friendswood by registered advisors; Strategic Advisers LLC has the most, with 23.

How do I check a Lifestyle Asset Management, Inc. advisor in Friendswood?

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 Asset Management, 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.