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Sherman Lee Standberry

CRD# 6990183·Registered 2018 - 2022
Previously Registered: Being a previously registered professional could mean that Sherman is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Sherman Lee Standberry was a registered financial advisor. Sherman was a previously registered financial professional and started their career in finance 2018 - 2022. Sherman had worked at 2 firms and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

8 years in the financial services industry

Current & Past Employments

LYFE ACCOUNTING·CRD# 307659
RIA
Atlanta, GA
July 2, 2020 - December 31, 2022
LYFE ACCOUNTING·CRD# 293708
RIA
Atlanta, GA
August 3, 2018 - December 31, 2018

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Current Firm

LA
LYFE ACCOUNTING

LYFE ACCOUNTING | LYFE ACCOUNTING LLC

CRD#: 307659

Contact Information

Main Address

50 Hurt Plaza Suite 260, Atlanta, GA 30303

Phone Number

(470) 240-1437

# of Employees

5

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

1

AUM (Assets Under Management)

$15,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

LYFE MARKETING, LLC. THE BUSINESS IS NOT INVESTMENT-RELATED THE ADDRESS IS 50 HURT PLAZA SE SUITE 260, ATLANTA GA 30303 THE NATURE OF THE BUSINESS IS AN ADVERTISING BUSINESS MY POSITION IS PARTNER/CFO THE APPROXIMATE HOURS/MONTH I DEVOTE TO THIS BUSINESS IS LESS THAN 10 HOURS/WEEK DURING BUSINESS HOURS MY DUTIES ARE TO OVERSEE BUSINESS DEVELOPMENT AND ACCOUNTING FUNCTIONS OF THE BUSINESS.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2018About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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