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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Life Balance Financial
Showing 1 - 3 of 3 top financial advisors.
1
Joe R. Allen
CRD#: 2905269
Houston, TX 77043

Joe Allen (CRD# 2905269) is an Investment Advisor Representative working at Life Balance Financial in Houston, TX and has over 22 years of experience in the finance industry.

2
James A. Hecker
CRD#: 4757425
Houston, TX 77043

James Hecker (CRD# 4757425) is an Investment Advisor Representative working at Life Balance Financial in Houston, TX and has over 15 years of experience in the finance industry.

3
Christina M. Osborne
CRD#: 4024591
Houston, TX 77043

Christina Osborne (CRD# 4024591) is an Investment Advisor Representative working at Life Balance Financial in Houston, TX and has over 18 years of experience in the finance industry. Christina Osborne 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.

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