Lifesteps Financial
Lifesteps Financial (CRD# 153852) is a financial advisory firm headquartered in Claremont, CA. They manage $315,394,125 in 713 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management315MILLION
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Total Number of Accounts713ACCOUNTS
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Average Account Value$442,348
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, TN, TX
Jorden Bastien (CRD# 6064289) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 11 years of experience in the finance industry.
Eric Bergquist (CRD# 6520202) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 8 years of experience in the finance industry.
Henry Ford (CRD# 2697895) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 28 years of experience in the finance industry.
Marylynn Ford (CRD# 6027933) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 13 years of experience in the finance industry.
Gladys Limones (CRD# 2133333) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 21 years of experience in the finance industry.
M'lissa Swift (CRD# 7220761) is an Investment Advisor Representative working at Lifesteps Financial in Claremont, CA and has over 4 years of experience in the finance industry.