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Stephen Louis Fougerousse

Lifestyle Asset Management, Inc.

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About Stephen Louis Fougerousse

Stephen Fougerousse is a financial advisor with over 30 years of experience in the industry. Stephen is currently registered with Lifestyle Asset Management, Inc., where Stephen has been working since October 2017. Stephen has held previous roles at First Allied Securities, Inc., FFP Securities, Inc., ING Financial Advisers, LLC, Aetna Financial Services, Inc., Securities Management & Research, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stephen has a wide range of experience in the financial services industry, including financial planning, portfolio management, and investment advisory services. Stephen is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Stephen Fougerousse is currently registered with Lifestyle Asset Management, Inc.. Lifestyle Asset Management, Inc. is a registered investment advisor located in FRIENDSWOOD, TX. The firm provides financial consulting and investment advisory services to high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm has approximately $399,218,297 in assets under management.
Lifestyle Asset Management, Inc.

211 WEST EDGEWOOD

FRIENDSWOOD, TX 77546

$399.22M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Fougerousse’s Registration & Firm History

TX

10/24/2017 - Present

Lifestyle Asset Management, Inc. (FRIENDSWOOD TX)

TX

05/30/2008 - 09/08/2022

FIRST ALLIED SECURITIES, INC. (Texas CIty TX)

TX

07/17/2002 - 05/30/2008

FFP SECURITIES, INC. (FRIENDSWOOD TX)

CT

01/01/1995 - 07/16/2002

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

CT

12/15/1999 - 09/25/2000

AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)

IA

01/01/1994 - 12/05/1994

SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)

NY

10/23/1985 - 01/30/1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/05/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2000

Series 7 - General Securities Representative Examination

BC

Issued 12/23/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Louis Fougerousse.
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