Brien Jon Lasse
Investment adviser representative at Lifeguide Financial Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$562.9MFirm assets
Are you Brien Jon Lasse? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Lifeguide Financial Advisors, LLCSep 2020 to now
- Raymond James Financial Services Advisors Inc.Oct 2013 to Nov 2018
- Raymond James Financial Services, Inc.Oct 2013 to Nov 2018
- Union Savings BankOct 2011 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (PA).
Lifeguide Financial Advisors, LLC
$562.9MAssets managed
778Clients
16Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4492498
- Firm CRD
- 284842