Lifestyle Financial Merges Nagle Independent Advisory Practice

February 15, 2017

On February 8, 2017, First Allied Securities announced that its affiliated independent financial advisory firm, Lifestyle Financial Advisors, completed the merger of the Laura A. Nagle independent advisory practice into their organization.

The Laura A. Nagle independent advisory practice joins Lifestyle Financial Advisors (“Lifestyle”) with more than $167 million in client assets, as of October 31, 2016.

Lifestyle is a Texas-based independent retirement and estate-consulting firm.  It also provides asset management, investment solutions and insurance, as well as education planning services, predominately for clientele in the petrochemical industries.  With the addition of Laura A. Nagle’s practice, Lifestyle will now serve approximately $510 million in client assets.

To read the press release: please click here.


Investment Manager M&A, Transactions