Houston-area Lifestyle Financial Advisors merges with nearby adviser

Addition of Laura Nagle's practice will bring total AUM to $510 million

Feb 8, 2017 @ 12:27 pm

By InvestmentNews

Lifestyle Financial Advisors has merged the Laura A. Nagle independent advisory practice, bringing total assets under management to $510 million, according to a press release issued by First Allied Securities, the firm's broker-dealer.

Lifestyle is based in Friendswood, Texas, south of Houston, and employs seven advisers and five support staff professionals.

Laura Nagle, who was a teacher before switching to financial advising 35 years ago, still does 403(b) plan retirement planning for educators, but today primarily serves the retirement rollover and planning needs of clients in the petrochemical industries.

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