Finances For Life, LLC
Finances For Life, LLC (CRD# 166163) is a financial advisory firm headquartered in Carlsbad, CA. They manage $1,300,000 in 13 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management1MILLION
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Total Number of Accounts13ACCOUNTS
-
Average Account Value$100,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Finances For Life, LLC
1
Lucille Shaw (CRD# 4129410) is an Investment Advisor Representative working at Finances For Life, LLC in Carlsbad, CA and has over 24 years of experience in the finance industry.
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