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).
Total Assets Under Management20MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$2,857,143
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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.