Lifeguide Financial Advisors, LLC

Lifeguide Financial Advisors, LLC (CRD# 284842) is a financial advisory firm headquartered in Mechanicsburg, PA. They manage $372,527,977 in 2,271 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
400 W Main St., Mechanicsburg, PA 17055
https://www.lifeplan.lifeguidefa.com
By the Numbers
  • Total Assets Under Management
    373
    MILLION
  • Total Number of Accounts
    2,271
    ACCOUNTS
  • Average Account Value
    $164,037
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, OH, PA, TX, VA

Financial Advisors at Lifeguide Financial Advisors, LLC
Showing 11 - 11 of 11 top financial advisors.
11
Brian Wayne, financial advisor Mechanicsburg PA
Brian J. Wayne
CRD#: 7451274
400 W Main St., Mechanicsburg, PA 17055

Brian Wayne (CRD# 7451274) is an Investment Advisor Representative working at Lifeguide Financial Advisors, LLC in Mechanicsburg, PA and has over 2 years of experience in the finance industry.

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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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