Lifetime Financial, Inc.
Lifetime Financial, Inc. (CRD# 161124) is a financial advisory firm headquartered in Newport Beach, CA. They manage $42,701,009 in 237 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management43MILLION
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Total Number of Accounts237ACCOUNTS
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Average Account Value$180,173
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, HI, NC, UT, WA
Leonard Bakker (CRD# 6417458) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Walnut Creek, CA and has over 9 years of experience in the finance industry.
Darren Candiotty (CRD# 5432107) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Los Alamitos, CA and has over 16 years of experience in the finance industry.
Gary Hicklin (CRD# 1258120) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Newport Beach, CA and has over 39 years of experience in the finance industry.
Sharon Hicklin (CRD# 6341666) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Newport Beach, CA and has over 9 years of experience in the finance industry.
Phillip Ingle (CRD# 2927825) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Aliso Viejo, CA and has over 26 years of experience in the finance industry.
Randall Luebke (CRD# 4761763) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Newport Beach, CA and has over 12 years of experience in the finance industry.
Shawn Perkins (CRD# 5955076) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Newport Beach, CA and has over 11 years of experience in the finance industry.
David Hoffman (CRD# 7853147) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Newport Beach, CA and has 1 year of experience in the finance industry.
Bryon Pyle (CRD# 7816854) is an Investment Advisor Representative working at Lifetime Financial, Inc. in Tustin, CA and has 1 year of experience in the finance industry.