Liza C. Firmin
KESTRA ADVISORY SERVICES
Woodway, TX
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CRD#: 4294111
Professional summary
Liza Christian Firmin, CFP®, who also goes by Liza L Christian, Liza Lauren Christian, Liza Christian Firmin, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Woodway, Texas and KESTRA INVESTMENT SERVICES, LLC located in Center, Texas.
Liza is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Liza has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Liza L Christian | Liza Lauren Christian | Liza Christian Firmin
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) BEARS FOR LEADERSHIP REFORM POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2016 ADDRESS: PO Box 1418, Austin TX 78767 DESCRIPTION: board to determine topics our group should advocate for/against 2) NOTARY;POSITION: Notary NATURE: Notary Public designation. Do not recieve any compensation. INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2014; ADDRESS: 204 Houston Street, Center TX 75935 DESCRIPTION: Notarize documents as needed for clients 3) WAYNE CHRISTIAN FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Sole Proprietor, Financial Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2013 ADDRESS: 204 Houston Street, Center TX 75935 DESCRIPTION: Financial Advisor and Life Insurance Agent 4) CHRISTIAN BUSINESS LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/18/2017 ADDRESS: 204 Houston Street, Center TX 75935 DESCRIPTION: This LLC is the business entity for our financial services business. 6) SHELBY COUNTY PROPERTIES POSITION: Manager NATURE: LLC INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/28/2017 ADDRESS: 204 Houston Street, Center TX 75935 DESCRIPTION: Manager of LLC 7) CHRISTIAN & DAUGHTER'S FINANCIAL GROUP POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/23/2022 ADDRESS: 220 S. Fourth Street, Waco TX 76701 DESCRIPTION: This is the LLC I use to administer my business and manage business acquisitions. 8) WAYNE CHRISTIAN FINANCIAL SERVICES POSITION: Owner/Operator NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2013 ADDRESS: 204 Houston Street, Center TX 75935 DESCRIPTION: It is a DBA name only 9) CHRISTIAN & DAUGHTER'S FINANCIAL GROUP, LLC POSITION: Single Member/Owner NATURE: Administrative Arm of Financial Practice INVESTMENT RELATED: Yes # OF HOURS: 64 SECURITIES TRADING HOURS: 32 START DATE: 07/01/2022 ADDRESS: 12000 Woodfall Cir, Woodway TX 76712 DESCRIPTION: Bookkeeping, payroll, subscription management, rent payments, advertising 10) NOTARY POSITION: N/A NATURE: Administrative INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2017 ADDRESS: 204 Houston Street, Center TX 75935 DESCRIPTION: Notary 11) CHRISTIAN BUSINESS, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2019 ADDRESS: 204 Houston Street, Center TX 75935 DESCRIPTION: None 12) SHELBY COUNTY PROPERTIES, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2019 ADDRESS: 204 Houston Street, Center TX 75935 DESCRIPTION: None 13) KESTRA ADVISORY SERVICES, LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/28/2023 ADDRESS: 204 Houston Street, Center TX 75935 DESCRIPTION: investment advisory services through Kestra Advisory Services, LLC. 14) SAINT PAUL'S PROMISE FUND POSITION: Chair of the Fund NATURE: Chair of Fundraising INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/12/2025 ADDRESS: 517 Columbus Avenue, Waco TX 76701, United States DESCRIPTION: fund raising 15). ST. PAULS EPISCOPAL DAY SCHOOL DEVELOPMENT COMMITTEE POSITION: board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 09/10/2025 ADDRESS: 517 Columbus Avenue, Waco TX 76701, United States DESCRIPTION: board duties
CRS (Client Relationship Summary) - RIA
Click below to view Liza Christian Firmin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
May 8, 2023 - Present
KESTRA ADVISORY SERVICES, LLC
Office #2: 204 Houston Street, Center, TX 75935RIA
CRD#: 283330
Woodway, TX
Current
May 8, 2023 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 204 Houston Street, Center, TX 75935Office #2: 4201 Lake Shore Drive Ste G, Waco, TX 76710BD
CRD#: 42046
Center, TX
Past
May 16, 2017 - May 10, 2023
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
CENTER, TX
Past
October 4, 2013 - May 10, 2023
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
CENTER, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/8/2023)
RR
Arkansas(5/8/2023)
RR
Colorado(5/8/2023)
RR
Delaware(12/18/2024)
RR
Florida(5/8/2023)
RR
Georgia(5/8/2023)
RR
Idaho(7/12/2023)
RR
Indiana(10/23/2025)
RR
Louisiana(5/8/2023)
RR
Maryland(5/8/2023)
RR
Michigan(5/8/2023)
RR
North Carolina(5/11/2023)
RR
Ohio(5/8/2023)
RR
Oklahoma(5/8/2023)
RR
South Carolina(5/8/2023)
RR
Texas(5/8/2023)
IAR
Texas(5/8/2023)
RR
Washington(5/8/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
