Best Investors Account Sign in
Inactive

Brian John Wayne

Lifeguide Financial Advisors, LLC

Mount Joy, PA

Mechanicsburg, PA

CRD 7451274

Claim This Profile
Employer firm

Lifeguide Financial Advisors, LLC CRD 284842

$563M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Lifeguide Financial Advisors, Llc

400 W Main St., Mechanicsburg, PA 17055 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-11-13
  • PA RA
    APPROVED
    Since 2021-11-13

Branch Locations

1013 W. Main Street Suite 3A, Mount Joy, PA 17552 • United States

400 W Main St., Mechanicsburg, PA 17055 • 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
Lifeguide Financial Advisors, Llc Mount Joy PA 10/2021 Present
Poolcore, Llc Mechanicsburg PA 03/2021 09/2021
Musselman Funeral Home Lemoyne PA 01/2021 02/2022
Diocese Of Harrisburg Harrisburg PA 05/2010 06/2020
Unemployed Mechanicsburg PA 09/2020 12/2020
  • 10/2021 → Present
    Lifeguide Financial Advisors, Llc
    Mount Joy, PA
  • 03/2021 → 09/2021
    Poolcore, Llc
    Mechanicsburg, PA
  • 01/2021 → 02/2022
    Musselman Funeral Home
    Lemoyne, PA
  • 05/2010 → 06/2020
    Diocese Of Harrisburg
    Harrisburg, PA
  • 09/2020 → 12/2020
    Unemployed
    Mechanicsburg, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-12
  • S65 Uniform Investment Adviser Law Examination
    2021-11-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
STEWARDSHIP ADVISORS, LLC

Nearby Investors

Tyler John Parmer
Nathaniel Lawrence Miller
Patricia Bender

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Mount Joy, PA
EDWARD JONES · MOUNT JOY, PA
STEWARDSHIP ADVISORS, LLC · MOUNT JOY, PA

More in Mount Joy, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor