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Lfs Ria, LLC CRD 153391
$13.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Dallas, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-04-07 |
Branch Locations
8080 N. Central Expressway Suite 1700, Dallas, TX 75206 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetime Financial Strategies | Dallas | TX | 10/1987 | Present |
| Lfs Ria, Llc | Dallas | TX | 03/2010 | Present |
LFS RIA, LLC, A REGISTERED INVESTMENT ADVISOR. PRESIDENT, CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISORY REPRESENTATIVE. 3224 PURDUE AVE., DALLAS, TX 75225; START DATE MARCH 02, 2010 LIFETIME FINANCIAL STRATEGIES - FIXED LIFE, ANNUITY, DISABILITY SALES, BUSINESS CONSULTING; ESTATE CONSULTING; KCM PARTNERS-PASSIVE PARTNER; FAMILY FARMS; LESS THAN 1% OF MY TIME.METHOD OF COMPENSATION:PROFIT (LOSS) SHARING SERVE AS EXPERT WITNESS IN LAWSUITS REGARDING FIXED INSURANCE SUCH AS LIFE, DISABILITY OR LONG TERM CARE. LESS THAN 1% OF BUSINESS TIME.METH OF COMP-FEES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-08-27 |
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