Lifetime Legacy Services, LLC

Lifetime Legacy Services, LLC (CRD# 140476) is a financial advisory firm headquartered in , . They manage $37,595,538 in 86 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.napfa.org/firm/47164/35538
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $437,157
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lifetime Legacy Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard Raybin, financial advisor Redwood City CA
Richard A. Raybin
CRD#: 4795467
Redwood City, CA

Richard Raybin (CRD# 4795467) is an Investment Advisor Representative working at Lifetime Legacy Services, LLC in Redwood City, CA and has over 19 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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