Lifetime Capital Group

Lifetime Capital Group (CRD# 140476) is a financial advisory firm headquartered in San Mateo, CA. They manage $24,284,029 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $476,157
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
  • Pension consulting services
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.

CA

Financial Advisors at Lifetime Capital Group
Showing 1 - 1 of 1 top financial advisors.
1
Richard A. Raybin
CRD#: 4795467
San Mateo, CA
100
Wealthminder
score

Richard Raybin (CRD# 4795467) is an Investment Advisor Representative working at Lifetime Capital Group in San Mateo, CA and has over 12 years of experience in the finance industry.

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