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 - 8 of 8 top financial advisors.
1
Darren M. Candiotty
CRD#: 5432107
5122 Katella Ave., Suite 310, Los Alamitos, CA 90720
96
Wealthminder
score

Darren Candiotty (CRD# 5432107) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Los Alamitos, CA and has over 10 years of experience in the finance industry.

2
Randall A. Luebke
CRD#: 4761763
260 Newport Center Dr Ste 100, Newport Beach, CA 92660
93
Wealthminder
score

Randall Luebke (CRD# 4761763) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Newport Beach, CA and has over 6 years of experience in the finance industry.

3
Daniel C. Payne
CRD#: 1630084
302 West 5400 South #101, Murray, UT 84107
93
Wealthminder
score

Daniel Payne (CRD# 1630084) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Murray, UT and has over 31 years of experience in the finance industry.

4
Shawn R. Perkins
CRD#: 5955076
260 Newport Center Dr Ste 100, Newport Beach, CA 92660
93
Wealthminder
score

Shawn Perkins (CRD# 5955076) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Newport Beach, CA and has over 6 years of experience in the finance industry.

5
Leonard S. Bakker
CRD#: 6417458
2950 Buskirk Avenue Suite 300, Walnut Creek, CA 94597
90
Wealthminder
score

Leonard Bakker (CRD# 6417458) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Walnut Creek, CA and has over 3 years of experience in the finance industry.

6
Steven R. Hoak
CRD#: 1315866
260 Newport Center Dr Ste 100, Newport Beach, CA 92660
81
Wealthminder
score

Steven Hoak (CRD# 1315866) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Newport Beach, CA and has over 30 years of experience in the finance industry.

7
Jeffrey Konopka
CRD#: 6408909
260 Newport Center Dr Ste 100, Newport Beach, CA 92660
78
Wealthminder
score

Jeffrey Konopka (CRD# 6408909) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Newport Beach, CA and has over 3 years of experience in the finance industry.

8
Sharon R. Hicklin
CRD#: 6341666
1177 Marsh St., Ste #200, San Luis Obispo, CA 93401
53
Wealthminder
score

Sharon Hicklin (CRD# 6341666) is an Investment Advisor Representative working at Lifetime Financial, Inc. in San Luis Obispo, CA and has over 3 years of experience in the finance industry.

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