Finances For Life, LLC
Finances For Life, LLC (CRD# 166163) is a financial advisory firm headquartered in Carlsbad, CA. They manage $2,071,000 in 27 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts27ACCOUNTS
Average Account Value$76,704
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lucille Shaw (CRD# 4129410) is an Investment Advisor Representative working at Finances For Life, LLC in Carlsbad, CA and has over 18 years of experience in the finance industry.