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Financial ADVSR advisor directory · SEC adviser records

Lifetime Financial Advisors Inc. financial advisors in California

Every SEC-registered investment adviser representative at a Lifetime Financial Advisors Inc. office in California, by city and A to Z.

The short answer

5 registered advisors work at Lifetime Financial Advisors Inc. in California, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Encinitas (4). 3 list the CFP designation and 5 are also registered broker representatives.

Lifetime Financial Advisors Inc. advisors by city in California

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Encinitas 4Cloverdale 1

Lifetime Financial Advisors Inc. advisors in California, A to Z

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Questions

How many Lifetime Financial Advisors Inc. financial advisors are in California?

5 investment adviser representatives are registered at Lifetime Financial Advisors Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.

Where in California does Lifetime Financial Advisors Inc. have the most advisors?

Encinitas, with 4, then Cloverdale (1). Lifetime Financial Advisors Inc. has advisors in 2 cities in California.

How do I check a Lifetime Financial Advisors Inc. advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lifetime Financial Advisors Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.