Financial Lifestyle Management
Financial Lifestyle Management (CRD# 127138) is a financial advisory firm headquartered in Greenville, TX. They manage $25,591,571 in 219 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Financial Lifestyle Management
By the Numbers
-
Total Assets Under Management26MILLION
-
Total Number of Accounts219ACCOUNTS
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Average Account Value$116,856
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Financial Lifestyle Management
1
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.
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