Lifestyle Financial Services, LLC
Lifestyle Financial Services, LLC (CRD# 324660) is a financial advisory firm headquartered in , . They manage $1,223,306 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lifestyle Financial Services, LLC
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$111,210
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Lifestyle Financial Services, LLC
1
Gerald House (CRD# 6247495) is an Investment Advisor Representative working at Lifestyle Financial Services, LLC in Martinez, GA and has over 10 years of experience in the finance industry.
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