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FS

Francisco P. Sirvent

LIFESTYLE PLANNING
Chandler, AZ 85248
Some features on this profile are disabled
CRD#: 6250958
FS

Professional summary

Francisco Paul Sirvent, who also goes by Francisco Sirvent, is a registered financial advisor currently at LIFESTYLE PLANNING, LLC located in Chandler, Arizona.

Francisco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Francisco has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Francisco Sirvent

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francisco Paul Sirvent'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

September 26, 2022 - Present

LIFESTYLE PLANNING, LLC

Office #1: 2701 W. Queen Creek Rd., #3, Chandler, AZ 85248
RIA
CRD#: 321856
Chandler, AZ
Past

November 12, 2014 - June 29, 2022

KEYSTONE WEALTH PARTNERS LLC

RIA
CRD#: 171811
CHANDLER, AZ
Past

July 1, 2014 - July 31, 2014

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA
CRD#: 13609
SUN LAKES, AZ

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
Arizona
(9/26/2022)
IAR
Nevada
(1/5/2023)
IAR
Texas
(7/18/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/30/2014
Uniform Investment Adviser Law Examination

Current Firm

LP
LIFESTYLE PLANNING, LLC
LIFESTYLE PLANNING, LLC

CRD#: 321856 / SEC#:

Arizona
Registered Investment Advisory firm - (9/26/2022 Approved)
Nevada
Registered Investment Advisory firm - (1/4/2023 Approved)
Texas
Registered Investment Advisory firm - (7/18/2023 Approved)
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Contact information

Main Address
2701 W. Queen Creek Rd., #3, Chandler, AZ 85248
Mailing Address
Phone number
(480) 637-7076
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts197
AUM (Assets Under Management)$ 37,429,463

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 PLANNING, LLC

CRD#: 321856Chandler, AZ 85248

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