Lifetime Financial, Inc.

Lifetime Financial, Inc. (CRD# 161124) is a financial advisory firm headquartered in Newport Beach, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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 Financial, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Randall A. Luebke
CRD#: 4761763
260 Newport Center Dr Ste 100, Newport Beach, CA 92660
90
Wealthminder
score

Randall Luebke (CRD# 4761763) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Newport Beach, CA and has over 5 years of experience in the finance industry.

2
Shawn R. Perkins
CRD#: 5955076
260 Newport Center Dr Ste 100, Newport Beach, CA 92660
90
Wealthminder
score

Shawn Perkins (CRD# 5955076) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Newport Beach, CA and has over 4 years of experience in the finance industry.

3
Jeffrey Konopka
CRD#: 6408909
260 Newport Center Dr Ste 100, Newport Beach, CA 92660
76
Wealthminder
score

Jeffrey Konopka (CRD# 6408909) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Newport Beach, CA and has over 2 years of experience in the finance industry.

4
Sharon R. Hicklin
CRD#: 6341666
260 Newport Center Dr Ste 100, Newport Beach, CA 92660
51
Wealthminder
score

Sharon Hicklin (CRD# 6341666) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Newport Beach, CA and has over 2 years of experience in the finance industry.

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