Francis St amand
Investment adviser representative at The Life Wealth Group
16 yearsExperience
1 stateRegistered in
$490.6MFirm assets
1 yearFirm in business
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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
- Seminars and workshops
Experience
16 years in the industry.
- The Life Wealth GroupJul 2026 to now
- Lifewealth Investment, LLCJul 2026 to now
- Madison Avenue SecuritiesJul 2026 to now
- Significant Wealth Management Inc. dba the Lifewealth GroupJul 2026 to now
- LPL FinancialDec 2025 to Jul 2026
- Webster BankDec 2025 to Jul 2026
- Ameriprise Financial Services, LLCApr 2022 to Dec 2025
- Wells Fargo Clearing Services, LLCMar 2021 to Apr 2022
- Wells Fargo Bank, NAFeb 2021 to Apr 2022
- Bank of America, N.A.Aug 2020 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2020 to Feb 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2020
- Wells Fargo Advisors, LLCApr 2016 to Nov 2016
- Wells Fargo Bank, NAApr 2010 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
The Life Wealth Group
Legal name: Lifewealth Investments, LLC
$490.6MAssets managed
544Clients
9Advisers
1 yearIn 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
- 6640635
- Firm CRD
- 332978