Lifecourse Capital, Inc.

Lifecourse Capital, Inc. (CRD# 128583) is a financial advisory firm headquartered in Madison, AL. They manage $120,238,399 in 1,469 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    1,469
    ACCOUNTS
  • Average Account Value
    $81,851
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, 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., Suite 100, Madison, AL 35758

Michael Jones (CRD# 4586689) is an Investment Advisor Representative working at Lifecourse Capital, Inc. in Madison, AL and has over 21 years of experience in the finance industry.

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

Allen Sandlin (CRD# 5655199) is an Investment Advisor Representative working at Lifecourse Capital, Inc. in Madison, AL and has over 14 years of experience in the finance industry.

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

David Williams (CRD# 4326957) is an Investment Advisor Representative working at Lifecourse Capital, Inc. in Huntsville, AL and has over 23 years of experience in the finance industry.

4
Stephen J. Williams
CRD#: 2395948
8331 Madison Blvd., Suite 100, Madison, AL 35758

Stephen Williams (CRD# 2395948) is an Investment Advisor Representative working at Lifecourse Capital, Inc. in Madison, AL and has over 30 years of experience in the finance industry.

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