Lifeplan Group

Lifeplan Group (CRD# 144157) is a financial advisory firm headquartered in Raleigh, NC. They manage $183,998,415 in 796 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
7201 Creedmoor Rd., Suite 147, Raleigh, NC 27613
http://www.lifeplangroup.com
By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    796
    ACCOUNTS
  • Average Account Value
    $231,154
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
The map below shows states where this firm has explicit registration only.

FL, NC, NE, TX

Financial Advisors at Lifeplan Group
Showing 1 - 2 of 2 top financial advisors.
1
Alex Sutherland, financial advisor Raleigh NC
Alex P. Sutherland
CRD#: 6290303
7201 Creedmoor Rd., Suite 147, Raleigh, NC 27613

Alex Sutherland (CRD# 6290303) is an Investment Advisor Representative working at Lifeplan Group in Raleigh, NC and has over 10 years of experience in the finance industry.

2
Kenneth Sutherland, financial advisor Raleigh NC
Kenneth A. Sutherland
CRD#: 2443828
7201 Creedmoor Rd., Suite 147, Raleigh, NC 27613

Kenneth Sutherland (CRD# 2443828) is an Investment Advisor Representative working at Lifeplan Group in Raleigh, NC and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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