Lifetime Financial Advisors LLC

Lifetime Financial Advisors LLC (CRD# 134561) is a financial advisory firm headquartered in Wooster, OH. They manage $20,000,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $2,857,143
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
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.

OH

Financial Advisors at Lifetime Financial Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stefan J. Garcia
CRD#: 4445746
2363 Eagle Pass, Suite C, Wooster, OH 44691
96
Wealthminder
score

Stefan Garcia (CRD# 4445746) is an Investment Advisor Representative working at Lifetime Financial Advisors LLC in Wooster, OH and has over 16 years of experience in the finance industry. Stefan Garcia 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.

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