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Financial ADVSR advisor directory · SEC adviser records

Lifetime Financial, Inc. financial advisors in California

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

The short answer

8 registered advisors work at Lifetime Financial, Inc. in California, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Newport Beach (7). 1 list the CFP designation and 0 are also registered broker representatives.

Lifetime Financial, Inc. advisors by city in California

Every firm in California →

Newport Beach 7Aliso Viejo 1

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

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Lifetime Financial, Inc. advisors in every state →Advisor Moves: who changed firms this week →

Questions

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

8 investment adviser representatives are registered at Lifetime Financial, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

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

Newport Beach, with 7, then Aliso Viejo (1). Lifetime Financial, Inc. has advisors in 2 cities in California.

How do I check a Lifetime Financial, 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, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.