Financial Lifestyle Management
Financial Lifestyle Management (CRD# 127138) is a financial advisory firm headquartered in Greenville, TX. They manage $9,231,900 in 114 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts114ACCOUNTS
Average Account Value$80,982
- 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
Victoria Ward (CRD# 1854131) is an Investment Advisor Representative working at Financial Lifestyle Management in Greenville, TX and has over 29 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.