Life Balance Financial

Life Balance Financial (CRD# 291718) is a financial advisory firm headquartered in Houston, TX. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Life Balance Financial
Showing 1 - 4 of 4 top financial advisors.
1
Joe R. Allen
CRD#: 2905269
1334 Brittmoore Rd., Suite 1000 B, Houston, TX 77043

Joe Allen (CRD# 2905269) is an Investment Advisor Representative working at Life Balance Financial in Houston, TX and has over 26 years of experience in the finance industry.

2
James A. Hecker
CRD#: 4757425
1334 Brittmoore Rd., Suite 1000 B, Houston, TX 77043

James Hecker (CRD# 4757425) is an Investment Advisor Representative working at Life Balance Financial in Houston, TX and has over 20 years of experience in the finance industry.

3
Christina M. Osborne
CRD#: 4024591
1334 Brittmoore Rd., Suite 1000 B, Houston, TX 77043

Christina Osborne (CRD# 4024591) is an Investment Advisor Representative working at Life Balance Financial in Houston, TX and has over 22 years of experience in the finance industry.

4
Gary D. Penick
CRD#: 6593168
1334 Brittmoore Rd., Suite 1000 B, Houston, TX 77043

Gary Penick (CRD# 6593168) is an Investment Advisor Representative working at Life Balance Financial in Houston, TX and has over 8 years of experience in the finance industry.

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