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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.


Financial Advisors at Lifeplan Group (dba)
Showing 1 - 1 of 1 top financial advisors.
Jenny R. Elstein
CRD#: 3055649
8341 Bandford Way, Suite 107, Raleigh, NC 27615

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.

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