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Victoria Lee Ward

Financial Lifestyle Management

Greenville, TX

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Current Employers
Financial Lifestyle Management

3101 Joe Ramsey Blvd. Suite#107, Greenville, TX 75401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-04-11
  • TX RA
    APPROVED
    Since 2017-04-11

Branch Locations

3101 Joe Ramsey Blvd. Suite#107, Greenville, TX 75401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Flm Financial Lifestyle Management Llc Dba Financial Lifestyle M Greenville TX 06/2003 Present
  • 06/2003 → Present
    Flm Financial Lifestyle Management Llc Dba Financial Lifestyle M
    Greenville, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-03-21
S63 Uniform Securities Agent State Law Examination 1988-07-29
  • S65 Uniform Investment Adviser Law Examination
    2003-03-21
  • S63 Uniform Securities Agent State Law Examination
    1988-07-29
Designations
Other Names
  • Vicki Ward Romenesko
  • Vicki Ward

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
FIRST ADVISORS NATIONAL, LLC
CHARLES SCHWAB & CO., INC.

Other Investors

JOHN CLAY PULLEN
Joshua Reeh
DANIEL WAYNE FINCH
LARRY DALE MONEY
PENNI LEANNE PERKINS
Dustin Ray Smith
Andrew David Garner
Kathryn Michelle Ridge

Other Offices

J.P. MORGAN SECURITIES LLC · GREENVILLE, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GREENVILLE, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, TX
CETERA INVESTMENT ADVISERS LLC · GREENVILLE, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Greenville, TX
EDWARD JONES · GREENVILLE, TX
EDWARD JONES · GREENVILLE, TX
FIRST ADVISORS NATIONAL, LLC · Greenville, TX

More in Greenville, TX

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