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Financial ADVSR advisor directory · SEC adviser records

Lifestyle Wealth financial advisors in Friendswood, TX

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

The short answer

10 registered advisors work at Lifestyle Wealth in Friendswood, out of 16 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 Wealth advisors in Friendswood, A to Z

Every Lifestyle Wealth advisor →

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

Lifestyle Wealth 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 24Edward Jones 10LPL Financial LLC 9Commonwealth Financial Network 8J.P. Morgan Securities LLC 6Cetera Investment Advisers LLC 3Osaic Wealth, Inc. 3Texas Family Wealth, LLC 3

Questions

How many financial advisors does Lifestyle Wealth have in Friendswood?

10 investment adviser representatives are registered at Lifestyle Wealth offices in Friendswood, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 16 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.

Is Lifestyle Wealth one of the largest advisor employers in Friendswood?

Lifestyle Wealth ranks number 3 in Friendswood by registered advisors; Strategic Advisers LLC has the most, with 24.

How do I check a Lifestyle Wealth 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 Wealth 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.