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GH

Gerald L. House

LIFESTYLE FINANCIAL SERVICES
Martinez, GA
Some features on this profile are disabled
CRD#: 6247495
GH

Professional summary

Gerald Lee House, who also goes by Gerald House, is a registered financial advisor currently at LIFESTYLE FINANCIAL SERVICES, LLC located in Martinez, Georgia.

Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Gerald has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gerald House

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.
Gerald House is currently employed as Real Estate Broker/Manager at Core Investment Management Group, LLC. This activity accounts for approximately 10% of his time. Gerald House is registered as an investment adviser representative of Herrington Financial Services, Inc. dba Lifestyle Financial Services and provides advisory services to Clients of that firm. This activity accounts for up to 10 per week during normal trading hours. Advisory services provided to Clients of LFS are separate from any services provided to Clients of LFS and will not create a conflict of interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Lee House'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®
None

Experience

Current

March 20, 2023 - Present

LIFESTYLE FINANCIAL SERVICES, LLC

RIA
CRD#: 324660
Martinez, GA
Past

March 26, 2018 - December 31, 2023

HERRINGTON FINANCIAL SERVICES, INC.

RIA
CRD#: 167733
AUGUSTA, GA
Past

April 27, 2015 - April 7, 2016

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
GROVETOWN, GA
Past

November 26, 2013 - April 7, 2016

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Augusta, 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
Georgia
(3/20/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/10/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/7/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/26/2013
General Securities Representative Examination

Current Firm

LF
LIFESTYLE FINANCIAL SERVICES, LLC
LIFESTYLE FINANCIAL SERVICES, LLC

CRD#: 324660 / SEC#:

Georgia
Registered Investment Advisory firm - (3/20/2023 Approved)
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Contact information

Main Address
Martinez, GA
Mailing Address
Phone number
(706) 432-8294
Established
Firm type
Fiscal year end
# of Employees
0

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts20
AUM (Assets Under Management)$ 2,352,139

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.

Company Information

LIFESTYLE FINANCIAL SERVICES, LLC

CRD#: 324660Martinez, GA

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