Jamie Staggs (CRD# 7124547) is an Investment Advisor Representative working at Lifestyle Asset Management, Inc. in Friendswood, TX and has over 2 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisors LLC | Friendswood, TX | Sep 2022 - Current | 1 |
| Lifestyle Asset Management | Friendswood, TX | Jul 2021 - Current | 2 |
| Lifestyle Financial Advisors | Friendswood, TX | May 2019 - Current | 5 |
| First Allied Securities, Inc. | San Diego, CA | Jul 2021 - Sep 2022 | 1 |
| Full-time Education | College Station, TX | Jan 2018 - May 2019 | 1 |
| Ahi Supply | Alvin, TX | Dec 2018 - Jan 2019 | < 1 |
| Lifestyle Financial Advisor | Friendswood, TX | May 2018 - Aug 2018 | < 1 |
| Ahi Supply | Alvin, TX | Dec 2017 - Jan 2018 | < 1 |
| Full-time Education | College Station, TX | Aug 2017 - Dec 2017 | < 1 |
| Ahi Supply | Alvin, TX | May 2017 - Aug 2017 | < 1 |
| Full-time Education | College Station, TX | Jan 2017 - May 2017 | < 1 |
| Ahi Supply | Alvin, TX | Dec 2016 - Jan 2017 | < 1 |
| Full-time Education | College Station, TX | Aug 2016 - Dec 2016 | < 1 |
| Ahi Supply | Alvin, TX | May 2016 - Aug 2016 | < 1 |
| Full-time Education | College Station, TX | Aug 2015 - May 2016 | < 1 |
| Majestic Ventures | League City, TX | May 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- TX
-
Total Assets Under Management382MILLIONS
-
Total Number of Accounts1,348ACCOUNTS
-
Average Account Value$283,364
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
CA, CO, FL, TX
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