Lifecourse Capital, Inc.

Lifecourse Capital, Inc. (CRD# 128583) is a financial advisory firm headquartered in Madison, AL. They manage $49,325,000 in 1,102 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    1,102
    ACCOUNTS
  • Average Account Value
    $44,760
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
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.

AL, GA, LA, TN, TX

Financial Advisors at Lifecourse Capital, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Michael D. Jones
CRD#: 4586689
8331 Madison Blvd., Ste. 100, Madison, AL 35758
93
Wealthminder
score

Michael Jones (CRD# 4586689) is an Investment Advisor Representative working at Lifecourse Capital, Inc. in Madison, AL and has over 14 years of experience in the finance industry.

2
Allen D. Sandlin
CRD#: 5655199
8331 Madison Blvd, Suite 100, Madison, AL 35758
93
Wealthminder
score

Allen Sandlin (CRD# 5655199) is an Investment Advisor Representative working at Lifecourse Capital, Inc. in Madison, AL and has over 8 years of experience in the finance industry.

3
David P. Williams
CRD#: 4326957
2227 Drake Avenue Sw, Ste. 9, Huntsville, AL 35805
93
Wealthminder
score

David Williams (CRD# 4326957) is an Investment Advisor Representative working at Lifecourse Capital, Inc. in Huntsville, AL and has over 16 years of experience in the finance industry.

4
Stephen J. Williams
CRD#: 2395948
2227 Drake Avenue Sw, Ste. 9, Huntsville, AL 35805
63
Wealthminder
score

Stephen Williams (CRD# 2395948) is an Investment Advisor Representative working at Lifecourse Capital, Inc. in Huntsville, AL and has over 23 years of experience in the finance industry.

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