He Ma (CRD# 6007638) is an Investment Advisor Representative working at Lifetyme Financial Advisors, LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gohealth | Chicago, IL | Apr 2023 - Current | 1 |
| Strategic Healthcare Financial Advisors, LLC | Olathe, KS | Apr 2022 - Current | 2 |
| Jm Capital Group LLC | Phoenix, AZ | Mar 2019 - Current | 5 |
| Independent Agent | Phoenix, AZ | Jul 2018 - Current | 5 |
| Lifetyme Financial Advisors, LLC | Scottsdale, AZ | Aug 2017 - Current | 6 |
| Lifetyme Financial Group, LLC | Scottsdale, AZ | Jun 2017 - Current | 6 |
| Unitedhealthcare | Minnetonka, MN | Mar 2021 - Mar 2023 | 2 |
| Language Line Solutions | Monterey, CA | Dec 2019 - Mar 2021 | 1 |
| Healthcare Solutions Team | Gilbert, AZ | Oct 2016 - Jun 2018 | 1 |
| Cerna Health Care | Scottsdale, AZ | Oct 2014 - Nov 2016 | 2 |
| Thumbtack.com | Phoenix, AZ | Oct 2014 - Dec 2015 | 1 |
| Transamerica Financial Advisors, Inc. | Mesa, AZ | Oct 2014 - Nov 2015 | 1 |
| World Financial Group, Inc. | Mesa, AZ | Aug 2014 - Nov 2015 | 1 |
| Devoted Guardians | Phoenix, AZ | Oct 2014 - Nov 2014 | < 1 |
| Primerica Advisors | Tinton Falls, NJ | Dec 2013 - Aug 2014 | < 1 |
| Pfs Investments Inc. | Tinton Falls, NJ | Jun 2013 - Aug 2014 | 1 |
| Primerica Financial Services | Tinton Falls, NJ | Jun 2012 - Aug 2014 | 2 |
| Underwood Memorial Hospital | Woodbury, NJ | Mar 2007 - Aug 2014 | 7 |
| Inspira Health Network | Deptford, NJ | Mar 2007 - Aug 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2013 |
| S63 | Uniform Securities State Law Examination | Nov 2013 |
- AZ
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, CT, FL, GA, IL, MN, NJ, SC, TX
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