Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trey? Claim Your ProfileTrey Houston Touchstone is an investment advisor representative at Lifeway Financial Corp.. Trey has been with Lifeway Financial Corp. since March 2010. Trey is registered to provide investment advice in Texas. Trey is a Chartered Financial Analyst.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
10/18/2010 - Present
Lifeway Financial Corp. (PLANO TX)
IA
Issued 10/15/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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