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Sebastian E. Eccles

LIFE LINE WEALTH MANAGEMENT LLC
Houston, TX 77046
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CRD#: 6386860
SE

Professional summary


Sebastian Earl Eccles, CFP®, who also goes by Sebastian Earl Eccles, Sebastian Eccles, is a registered financial advisor currently at LIFE LINE WEALTH MANAGEMENT LLC located in Houston, Texas.

Sebastian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Sebastian 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


Sebastian Earl Eccles | Sebastian Eccles

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 Sebastian Earl Eccles's CRS (Customer Relationship Summary).
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®

Experience


Current

May 1, 2025 - Present

LIFE LINE WEALTH MANAGEMENT LLC

Office #1: 24 Greenway Plaza Suite 546, Houston, TX 77046
RIA
CRD#: 171051
Houston, TX
Past

January 24, 2018 - January 25, 2019

SPIRE WEALTH MANAGEMENT, LLC

RIA
CRD#: 113908
McLean, VA
Past

January 24, 2018 - January 25, 2019

SPIRE SECURITIES, LLC

BD
CRD#: 144131
MCLEAN, VA
Past

October 3, 2017 - January 22, 2018

MORGAN STANLEY

RIA
CRD#: 149777
ANNAPOLIS, MD
Past

September 1, 2017 - January 22, 2018

MORGAN STANLEY

BD
CRD#: 149777
ANNAPOLIS, MD

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".
LL
LIFE LINE WEALTH MANAGEMENT LLC
LIFE LINE WEALTH MANAGEMENT LLC

CRD#: 171051 / SEC#: 801-114579

RIA
Registered Investment Advisory firm - (1/28/2019 Approved)
California
Registered Investment Advisory firm - (6/22/2019 Terminated)
Illinois
Registered Investment Advisory firm - (5/23/2019 Terminated)
Louisiana
Registered Investment Advisory firm - (5/23/2019 Terminated)
Texas
Registered Investment Advisory firm - (5/23/2019 Terminated)

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
California
(5/1/2025)
IAR
Texas
(10/27/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/3/2017
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LL
LIFE LINE WEALTH MANAGEMENT LLC
LIFE LINE WEALTH MANAGEMENT LLC

CRD#: 171051 / SEC#: 801-114579

RIA
Registered Investment Advisory firm - (1/28/2019 Approved)
California
Registered Investment Advisory firm - (6/22/2019 Terminated)
Illinois
Registered Investment Advisory firm - (5/23/2019 Terminated)
Louisiana
Registered Investment Advisory firm - (5/23/2019 Terminated)
Texas
Registered Investment Advisory firm - (5/23/2019 Terminated)
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Contact information


Main Address
8447 Wilshire Boulevard Suite 200, Beverly Hills, CA 90211
Mailing Address
Phone number
(323) 452-9548
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (4 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/26/2025)

Regulatory assets under management


Total Number of Accounts399
AUM (Assets Under Management)$ 476,175,821

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/25/2024
Cover Page
01/23/2024
09/26/2022

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.

Company Information


LIFE LINE WEALTH MANAGEMENT LLC

CRD#: 171051Houston, TX 77046

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