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LIFESPAN FINANCIAL STRATEGIES, INC.
LIFESPAN FINANCIAL STRATEGIES, INC.
WESTON, Florida
·
2 registered advisors
·
CRD# 119800
SEC# 801-128580
0
954-385-7812
01
Firm Overview
AUM
$263M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Other: THIRD PARTY INVESTMENT MANAGERS
03
Specialties
Financial Planning
Investment Management
04
Advisors at LIFESPAN FINANCIAL STRATEGIES, INC.
2 registered advisors
Laura Anne Walsh
WESTON, Florida
CFP
CRD# 2792453
Sherwood Charles Forman
WESTON, Florida
CRD# 6393632
05
Office Locations
WESTON, Florida
2 advisors
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Data sourced from SEC Form ADV filings. LIFESPAN FINANCIAL STRATEGIES, INC. (CRD# 119800) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.