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Current Employers
Lifestyle Asset Management, Inc.

211 West Edgewood Suite 300, Friendswood, TX 77546 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-10-24
  • TX RA
    APPROVED
    Since 2017-10-24

Branch Locations

211 West Edgewood Suite 300, Friendswood, TX 77546 • 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
Lifestyle Financial Advisors, Inc. Friendswood TX 07/2002 Present
First Allied Securities, Inc. Friendswood TX 05/2008 09/2022
First Allied Advisory Services, Inc Friendswood TX 05/2008 11/2020
Lifestyle Asset Management, Inc. Friendswood TX 10/2017 Present
First Allied Advisory Services Schaumburg IL 11/2020 11/2020
Cetera Advisors Llc Friendswood TX 09/2022 Present
  • 07/2002 → Present
    Lifestyle Financial Advisors, Inc.
    Friendswood, TX
  • 05/2008 → 09/2022
    First Allied Securities, Inc.
    Friendswood, TX
  • 05/2008 → 11/2020
    First Allied Advisory Services, Inc
    Friendswood, TX
  • 10/2017 → Present
    Friendswood, TX
  • 11/2020 → 11/2020
    First Allied Advisory Services
    Schaumburg, IL
  • 09/2022 → Present
    Cetera Advisors Llc
    Friendswood, TX
Previous Registrations
  • 2020-11-12 → 2024-07-09
    Friendswood, TX
  • 2007-01-03 → 2020-11-12
    First Allied Advisory Services, Inc.
    Chesterfield, MO
    Friendswood, TX
    Friendswood, TX
    Texas City, TX
  • 2002-07-17 → 2007-01-03
    Ffp Advisory Services Inc
    Friendswood, TX
    Friendswood, TX
  • 1997-04-11 → 2002-07-16
    Voya Financial Partners, Llc
    Galveston, TX
Other Businesses

1.) FOUGEROUSSE FAMILY TRUST; TRUSTEE OR OTHER FIDUCIARY POSITION; START DATE:2/6/2008. 2.) LIFESTYLE FINANCIAL ADVISORS INC; DBA; START DATE:5/30/2008. 3.) INSURANCE; AGENT; INSURANCE; START DATE 11/6/2013; 24 HOURS PER MONTH 4.) CHARLES EMIL FOUGEROUSSE RESIDUARY TRUST; TRUSTEE; FIDUCIARY POSITION; START DATE 10/07/2014; 4 HOURS PER MONTH. 5.) CHARLES LOUIS FOUGEROUSSE FAMILY TRUST; TRUSTEE; FIDUCIARY POSITION; START DATE 10/07/2014; 4 HOURS PER MONTH. 6.) CETERA ADVISORS LLC AND LIFESTYLE FINANCIAL ADVISERS; INVESTMENT RELATED; PERFORM ADVISORY FUNCTIONS AND SPEND 95% OF BUSINESS TIME WITH THESE ENTITIES. 7.) LIFESTYLE ASSET MANAGEMENT INC.; IAR; REGISTERED INVESTMENT ADVISOR; START DATE: 07/30/2018; 80 HOURS PER MONTH.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-01-05
  • S63 Uniform Securities Agent State Law Examination
    1994-01-05
Other Names
  • Steve Fougerousse

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