Fredrick L. Standfield
LIFEWATER WEALTH MANAGEMENT
Duluth, GA 30097
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CRD#: 5322128
Professional summary
Fredrick L Standfield, CFP® is a registered financial advisor currently at LIFEWATER WEALTH MANAGEMENT located in Duluth, Georgia.
Fredrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Fredrick has worked at 3 firms and has passed the Series 65 exam.
Biography
Lifewater Wealth Management provides financial solutions that guide people to live the life they want-financially free with peace of mind. We craft solutions that guide people from their reality today to their dreams of tomorrow. We help you experience financial freedom. Life is to short to let financial stress steal your joy and hinder you from living your dreams. Lifewater helps you eliminate financial stress, create long-term wealth, and maintain a strong financial foundation.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Education Planning
Divorce Planning
Inheritance
Tax Planning
Retirement Planning
Life Transitions
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Corporate Executives
Investment Advice with Ongoing...
Professional Athletes or Enter...
Women's Financial Planning Iss...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
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.
LIFEWATER WEALTH MANAGEMENT LLC / INVESTMENT RELATED / LAWRENCEVILLE GA / REGISTERED INVESTMENT ADVISOR / OWNER / DEC 2019 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Fredrick L Standfield'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: 2020
Experience
Current
January 29, 2020 - Present
LIFEWATER WEALTH MANAGEMENT
Office #1: 2180 Satellite Blvd Suite 400, Duluth, GA 30097RIA
CRD#: 307121
Duluth, GA
Past
March 22, 2022 - August 11, 2022
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
LAWRENCEVILLE, GA
Past
June 13, 2007 - December 31, 2018
LIBERATE, INC.
RIA
CRD#: 143772
LAWRENCEVILLE, GA
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.Highlighted states indicate IAR registrations
IAR
Alabama(10/8/2024)
IAR
Georgia(1/29/2020)
IAR
Texas(2/5/2020)
Current Firm
LIFEWATER WEALTH MANAGEMENT
LIFEWATER ADVISORS | LIFEWATER WEALTH MANAGEMENT, LLC | LIFEWATER WEALTH MANAGEMENT
CRD#: 307121 / SEC#:
Alabama
Registered Investment Advisory firm - (10/8/2024 Approved)Georgia
Registered Investment Advisory firm - (1/29/2020 Approved)Texas
Registered Investment Advisory firm - (2/5/2020 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2180 Satellite Blvd Suite 400, Duluth, GA 30097
Mailing Address
Phone number
(770) 800-8432
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 140 |
| AUM (Assets Under Management) | $ 21,305,974 |
Red Flags
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