Financial Life Designs LLC

Financial Life Designs LLC (CRD# 285241) is a financial advisory firm headquartered in Lake Mary, FL. They manage $31,079,341 in 117 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1540 International Parkway, Suite 2000, Lake Mary, FL 32746
https://www.facebook.com/financiallifedesigns
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $265,635
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Financial Life Designs LLC
Showing 1 - 1 of 1 top financial advisors.
1
Audrey Jones, financial advisor Lake Mary FL
Audrey W. Jones
CRD#: 2445467
1540 International Parkway, Suite 2000, Lake Mary, FL 32746

Audrey Jones (CRD# 2445467) is an Investment Advisor Representative working at Financial Life Designs LLC in Lake Mary, FL and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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