Lifespan Financial Strategies, Inc.
Lifespan Financial Strategies, Inc. (CRD# 119800) is a financial advisory firm headquartered in Weston, FL. They manage $262,726,150 in 1,009 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management263MILLION
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Total Number of Accounts1,009ACCOUNTS
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Average Account Value$260,383
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, GA, NC, TN, TX
Sherwood Forman (CRD# 6393632) is an Investment Advisor Representative working at Lifespan Financial Strategies, Inc. in Weston, FL and has over 6 years of experience in the finance industry.
Mary Hersey (CRD# 2261218) is an Investment Advisor Representative working at Lifespan Financial Strategies, Inc. in Macomb, MI and has over 31 years of experience in the finance industry.
Laura Walsh (CRD# 2792453) is an Investment Advisor Representative working at Lifespan Financial Strategies, Inc. in Weston, FL and has over 27 years of experience in the finance industry.
Raquel Forman (CRD# 7437570) is an Investment Advisor Representative working at Lifespan Financial Strategies, Inc. in Weston, FL and has 1 year of experience in the finance industry.
Angela Kwon (CRD# 7857784) is an Investment Advisor Representative working at Lifespan Financial Strategies, Inc. in Weston, FL and has 1 year of experience in the finance industry.