Lifetime Financial Advisors LLC

Lifetime Financial Advisors LLC (CRD# 134561) is a financial advisory firm headquartered in Wooster, OH. They manage $30,000,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $1,363,636
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Lifetime Financial Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stefan J. Garcia
CRD#: 4445746
2363 Eagle Pass, Suite C, Wooster, OH 44691

Stefan Garcia (CRD# 4445746) is an Investment Advisor Representative working at Lifetime Financial Advisors LLC in Wooster, OH and has over 22 years of experience in the finance industry.

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