Lifetime Wealth Management P.c.

Lifetime Wealth Management P.c. (CRD# 145492) is a financial advisory firm headquartered in Rockwall, TX. They manage $68,864,640 in 218 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $315,893
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

TX

Financial Advisors at Lifetime Wealth Management P.c.
Showing 1 - 3 of 3 top financial advisors.
1
Gregory D. Tudor
CRD#: 1613843
2095 Summer Lee Dr. Suite 204, Rockwall, TX 75032
96
Wealthminder
score

Gregory Tudor (CRD# 1613843) is an Investment Advisor Representative working at Lifetime Wealth Management P.c. in Rockwall, TX and has over 17 years of experience in the finance industry. Gregory Tudor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Maryann (. Hall
CRD#: 2810867
2095 Summer Lee Dr. Suite 204, Rockwall, TX 75032
93
Wealthminder
score

Maryann Hall (CRD# 2810867) is an Investment Advisor Representative working at Lifetime Wealth Management P.c. in Rockwall, TX and has over 19 years of experience in the finance industry.

3
Jason A. Potts
CRD#: 4371475
2095 Summer Lee Dr. Suite 204, Rockwall, TX 75032
93
Wealthminder
score

Jason Potts (CRD# 4371475) is an Investment Advisor Representative working at Lifetime Wealth Management P.c. in Rockwall, TX and has over 15 years of experience in the finance industry.

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