Lifetime Financial Advisors LLC
Lifetime Financial Advisors LLC (CRD# 134561) is a financial advisory firm headquartered in Wooster, OH. They manage $30,000,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lifetime Financial Advisors LLC
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$1,363,636
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Lifetime Financial Advisors LLC
1
Stefan Garcia (CRD# 4445746) is an Investment Advisor Representative working at Lifetime Financial Advisors LLC in Wooster, OH and has over 22 years of experience in the finance industry.
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