Victoria L. Ward
Professional summary
Victoria Lee Ward, CFP®, who also goes by VIcki Ward Romenesko, Vicki Ward, is a registered financial advisor currently at FINANCIAL LIFESTYLE MANAGEMENT located in Greenville, Texas.
Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Victoria has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Victoria Lee Ward's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
April 11, 2017 - Present
FINANCIAL LIFESTYLE MANAGEMENT
Office #1: 3101 Joe Ramsey Blvd. Suite#107, Greenville, TX 75401August 21, 1989 - January 13, 1993
AVANTAX INVESTMENT SERVICES, INC.
June 18, 1989 - August 18, 1989
SUNAMERICA SECURITIES, INC.
December 16, 1988 - June 18, 1989
SOUTHMARK FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/11/2017)
Exams
Current Firm
FINANCIAL LIFESTYLE MANAGEMENT
CRD#: 127138 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 215 |
| AUM (Assets Under Management) | $ 29,026,649 |
Red Flags
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Company Information
FINANCIAL LIFESTYLE MANAGEMENT
CRD#: 127138Greenville, TX 75401TRUST BUT VERIFY
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