Lifeway Financial Corporation

Lifeway Financial Corporation (CRD# 114276) is a financial advisory firm headquartered in Plano, TX. They manage $143,011,256 in 349 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $409,774
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
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 Lifeway Financial Corporation
Showing 1 - 3 of 3 top financial advisors.
1
Gerrond D. McKee
CRD#: 5551947
One Legacy Town Center, 7160 Dallas Parkway, Suite 520, Plano, TX 75024
96
Wealthminder
score

Gerrond McKee (CRD# 5551947) is an Investment Advisor Representative working at Lifeway Financial Corporation in Plano, TX and has over 8 years of experience in the finance industry. Gerrond McKee 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.

2
Trey H. Touchstone
CRD#: 5833870
One Legacy Town Center, 7160 Dallas Parkway, Suite 520, Plano, TX 75024
96
Wealthminder
score

Trey Touchstone (CRD# 5833870) is an Investment Advisor Representative working at Lifeway Financial Corporation in Plano, TX and has over 6 years of experience in the finance industry.

3
David T. Brunson
CRD#: 2735715
7160 Dallas Parkway, Suite 520, Plano, TX 75024
70
Wealthminder
score

David Brunson (CRD# 2735715) is an Investment Advisor Representative working at Lifeway Financial Corporation in Plano, TX and has 1 year of experience in the finance industry. David Brunson 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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