Be advised. This firm is no longer registered.

Lifetime Wealth Planning And Management, LLC

Lifetime Wealth Planning And Management, LLC (CRD# 133399) is a financial advisory firm headquartered in National Harbor, MD. They manage $6,470,235 in 49 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $132,046
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD, TX, VA

Financial Advisors at Lifetime Wealth Planning And Management, LLC
No Advisor Found.
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