Finances For Life, LLC

Finances For Life, LLC (CRD# 166163) is a financial advisory firm headquartered in Carlsbad, CA. They manage $2,123,000 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Finances For Life, LLC
Showing 1 - 1 of 1 top financial advisors.
Lucille M. Shaw
CRD#: 4129410
2244 Faraday Avenue, Carlsbad, CA 92008

Lucille Shaw (CRD# 4129410) is an Investment Advisor Representative working at Finances For Life, LLC in Carlsbad, CA and has over 16 years of experience in the finance industry.

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