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
https://lifestylefinancialsvcs.com/index.php
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Lifestyle Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gerald House, financial advisor Martinez GA
Gerald L. House
CRD#: 6247495
Martinez, GA

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.

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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