Lifeplan Group (dba)
Lifeplan Group (dba) (CRD# 144157) is a financial advisory firm headquartered in Raleigh, NC. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Jenny Elstein (CRD# 3055649) is an Investment Advisor Representative working at Lifeplan Group (dba) in Raleigh, NC and has over 17 years of experience in the finance industry.