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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $180,173
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, HI, NC, UT, WA

Financial Advisors at Lifetime Financial, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Leonard S. Bakker
CRD#: 6417458
2950 Buskirk Avenue Suite 300, Walnut Creek, CA 94597

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.

2
Darren M. Candiotty
CRD#: 5432107
5122 Katella Ave., Suite 205, Los Alamitos, CA 90720

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.

3
Gary L. Hicklin
CRD#: 1258120
260 Newport Center Dr Ste 100, Newport Beach, CA 92660

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.

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

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.

5
Phillip L. Ingle
CRD#: 2927825
65 Enterprise, Aliso Viejo, CA 92656

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.

6
Randall A. Luebke
CRD#: 4761763
260 Newport Center Dr Ste 100, Newport Beach, CA 92660

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.

7
Shawn R. Perkins
CRD#: 5955076
260 Newport Center Dr Ste 100, Newport Beach, CA 92660

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.

8
David R. Hoffman
CRD#: 7853147
260 Newport Center Dr Ste 100, Newport Beach, CA 92660

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.

9
Bryon D. Pyle
CRD#: 7816854
17291 Irvine Blvd, Ste 475, Tustin, CA 92780

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.

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