Life Advisors Financial Planning And Wealth Management, LLC

Life Advisors Financial Planning And Wealth Management, LLC (CRD# 148573) is a financial advisory firm headquartered in Munfordville, KY. They manage $5,286,792 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $160,206
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

KY

Financial Advisors at Life Advisors Financial Planning And Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Synthia E. Durham
CRD#: 5605056
110 East Union Street, Munfordville, KY 42765
93
Wealthminder
score

Synthia Durham (CRD# 5605056) is an Investment Advisor Representative working at Life Advisors Financial Planning And Wealth Management, LLC in Munfordville, KY and has over 9 years of experience in the finance industry.

2
Clifford E. Fowler
CRD#: 5605151
110 East Union Street, Munfordville, KY 42765
87
Wealthminder
score

Clifford Fowler (CRD# 5605151) is an Investment Advisor Representative working at Life Advisors Financial Planning And Wealth Management, LLC in Munfordville, KY and has 1 year of experience in the finance industry.

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