Trey Houston Touchstone
Investment adviser representative at Lifeway Financial Corporation
16 yearsExperience
1 stateRegistered in
CFADesignation
$358.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Lifeway Financial CorporationMar 2010 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Lifeway Financial Corporation
$358.7MAssets managed
168Clients
2Advisers
23 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
- 5833870
- Firm CRD
- 114276