Brian John Wayne
Investment adviser representative at Lifeguide Financial Advisors, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$562.9MFirm 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 assetsHourlyFixed 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.
- Lifeguide Financial Advisors, LLCOct 2021 to now
- Poolcore, LLCMar 2021 to Sep 2021
- Musselman Funeral HomeJan 2021 to Feb 2022
- UnemployedSep 2020 to Dec 2020
- Diocese of HarrisburgMay 2010 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7451274
- Firm CRD
- 284842