Livelsberger Financial Advisory

Livelsberger Financial Advisory (CRD# 117665) is a financial advisory firm headquartered in Ashland, OH. They manage $92,615,215 in 1,400 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    1,400
    ACCOUNTS
  • Average Account Value
    $66,154
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

FL, OH, TX

Financial Advisors at Livelsberger Financial Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Lynn L. Livelsberger
CRD#: 1370517
122 W. Washington St, Ste D, Ashland, OH 44805
93
Wealthminder
score

Lynn Livelsberger (CRD# 1370517) is an Investment Advisor Representative working at Livelsberger Financial Advisory in Ashland, OH and has over 31 years of experience in the finance industry.

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