IP
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
76 clients
Average Client Portfolio
$84K average
Assets Under Management
$6.4M
Fee Structure
This brochure supplement does not contain any fee information. Please refer to Financial Serenity, LLC's Form ADV Part 2 brochure for fee details.
Areas of Practice
Investment ManagementFinancial Planning & CoachingInsurance Planning
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Advisor Information
Office location
Burleson, TX
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Financial Serenity, LLC
June 2022 - Present · 3 yrs 7 mos
Previous Registrations
Woodbury Financial Services, INC.
August 2021 - June 2022 · 10 mos
Woodbury Financial Services, INC.Broker
August 2021 - June 2022 · 10 mos
Fortune Financial Services, INC.Broker
March 2021 - August 2021 · 5 mos
Interactive Financial Advisors
September 2020 - August 2021 · 11 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.