Laura Nagle, an independent financial advisor with $167 million in client assets, has joined Lifestyle Financial Advisors based in Friendswood, Texas, First Allied Securities announced Wednesday.
Lifestyle Financial is affiliated with the broker-dealer First Allied Securities, which in turn is a member of the Cetera Financial Group.
Nagle has 35 years in financial services. Lifestyle Financial specializes in retirement and estate counseling. It provides asset management, investment solutions and insurance, as well as education planning services, to a predominantly mass-affluent clientele in the petrochemical industries. With the addition of Nagle the firm will have $510 million in client assets.