AV
Angela Vaughan
LIFESPAN FINANCIAL STRATEGIES
Weston, FL 33326
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CRD#: 7857784
AV
Professional summary
Angela Vaughan, who also goes by Angela Kwon, is a registered financial advisor currently at LIFESPAN FINANCIAL STRATEGIES, INC. located in Weston, Florida.
Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Angela has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angela Kwon
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.
CRS (Client Relationship Summary) - RIA
Click below to view Angela Vaughan'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®
NoneExperience
Current
April 23, 2024 - Present
LIFESPAN FINANCIAL STRATEGIES, INC.
Office #1: 1655 North Commerce Parkway Suite 203, Weston, FL 33326RIA
CRD#: 119800
Weston, FL
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".
LF
LIFESPAN FINANCIAL STRATEGIES, INC.
LIFESPAN FINANCIAL STRATEGIES, INC.
CRD#: 119800 / SEC#: 801-128580
RIA
Registered Investment Advisory firm - (8/16/2023 Approved)Florida
Registered Investment Advisory firm - (6/7/2024 Terminated)Georgia
Registered Investment Advisory firm - (9/3/2024 Terminated)North Carolina
Registered Investment Advisory firm - (8/26/2024 Terminated)Tennessee
Registered Investment Advisory firm - (8/26/2024 Terminated)Texas
Registered Investment Advisory firm - (8/23/2024 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
Florida(4/23/2024)
Current Firm
LF
LIFESPAN FINANCIAL STRATEGIES, INC.
LIFESPAN FINANCIAL STRATEGIES, INC.
CRD#: 119800 / SEC#: 801-128580
RIA
Registered Investment Advisory firm - (8/16/2023 Approved)Florida
Registered Investment Advisory firm - (6/7/2024 Terminated)Georgia
Registered Investment Advisory firm - (9/3/2024 Terminated)North Carolina
Registered Investment Advisory firm - (8/26/2024 Terminated)Tennessee
Registered Investment Advisory firm - (8/26/2024 Terminated)Texas
Registered Investment Advisory firm - (8/23/2024 Terminated)PREMIUM
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Contact information
Main Address
1655 North Commerce Parkway Suite 203, Weston, FL 33326
Mailing Address
304 Indian Trace, Suite 264, Weston, FL 33326
Phone number
(954) 385-7812
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,209 |
| AUM (Assets Under Management) | $ 357,426,385 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LIFESPAN FINANCIAL STRATEGIES, INC.
CRD#: 119800Weston, FL 33326TRUST BUT VERIFY
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