Victoria Ward (CRD# 1854131) is an Investment Advisor Representative working at Financial Lifestyle Management in Greenville, TX and has over 35 years of experience in the finance industry. Victoria Ward has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4230604
Edward Jones
CRD# 6745503
Osaic Wealth, Inc.
CRD# 4222789
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Flm Financial Lifestyle Management Llc Dba Financial Lifestyle M | Greenville, TX | Jun 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1988 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2003 |
- TX
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts219ACCOUNTS
-
Average Account Value$116,856
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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