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 $10,848,934 in 149 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $72,812
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY, TX

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

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 17 years of experience in the finance industry.

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

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.