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Laura Anne Walsh

LIFESPAN FINANCIAL STRATEGIES, INC.·WESTON, Florida
SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFP29 years registeredLIFESPAN FINANCIAL STRATEGIES, INC.
1655 NORTH COMMERCE PARKWAY, WESTON, FL 33326CRD# 2792453Firm CRD# 119800

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Laura Anne Walsh · WESTON, FL
Registration
CRD #2792453 · LIFESPAN FINANCIAL STRATEGIES, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

LIFESPAN FINANCIAL STRATEGIES, INC.
Jul 1997 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · July 14, 1997
Years registered · 29
Professional designation · CFP
03

Disclosure History

2004Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
LIFESPAN FINANCIAL STRATEGIES, INC.
CRD 119800 · SEC 801-128580
AUM
$263M
Regulatory assets under management
Employees
6
1,009 client accounts
Services offered by LIFESPAN FINANCIAL STRATEGIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LIFESPAN FINANCIAL STRATEGIES, INC. →
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05

Frequently Asked Questions

What services does Laura Anne Walsh offer?
Laura Anne Walsh specializes in Financial Planning, Investment Management. Contact their office in WESTON, Florida for a consultation.
What are Laura Anne Walsh's credentials?
Laura Anne Walsh holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Laura Anne Walsh located?
Laura Anne Walsh is based in WESTON, Florida, working with LIFESPAN FINANCIAL STRATEGIES, INC.. Their office serves clients in the WESTON metropolitan area and surrounding communities.
How does Laura Anne Walsh charge for services?
Laura Anne Walsh's firm is compensated through percentage of aum, hourly charges, other: third party investment managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIFESPAN FINANCIAL STRATEGIES, INC.?
LIFESPAN FINANCIAL STRATEGIES, INC. has approximately 6 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Sherwood Charles Forman
WESTON, FL

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