Lifetime Financial Advisors
Founded in 1980, Lifetime Financial Advisors (LFA) was created with the purpose of providing comprehensive financial planning and wealth management services to clients. LFA recognized the importance of providing ongoing and in-depth financial advice when financial planning was merely a seedling concept in the world of finance. LFA is committed to the original vision of providing a “lifetime” of service to clients and their families. Our team of competent advisors engage with clients individually to craft a plan for their money, life and legacy. Their experience and qualifications allow them to act as financial guides, helping clients pursue what matters most to them. Supporting our clients and advisors is our amazing LFA service team. Through a client-centered approach, we are committed to a high level of personable and responsive service. The financial consultants at Lifetime Financial Advisors are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning offered through Lifetime Financial Advisors, Inc, a Registered Investment Advisor and separate entity. The financial professionals associated with Lifetime Financial Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Verified contacts
11
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
2
tools in use
Monthly traffic
181
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- SE
Sid Ean
Regional Director · General Business & Management
EmailPhone - BF
Brian Field
Financial Advisor · Finance & Accounting
EmailPhone - JT
John Taylor
Operation Associate · Operations
EmailPhone - LV
Luke van Houten
Financial Advisor · Finance & Accounting
EmailPhone - LC
Liliana Chung
Senior Operations Associate · Operations
EmailPhone - ZS
Zoran Selakovic
Strategy Consultant · General Business & Management
EmailPhone - CG
Charles Gower
Operations Associate · Operations
EmailPhone - DM
David Mathias
Financial Advisor · Finance & Accounting
EmailPhone - NB
Nicholas Baez
Operations & Project Associate · Operations
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Lifetime Financial Advisors
8 distinct titles indexed · top 8 shown.
- 3financial advisor
- 2operations associate
- 1associate trader
- 1operation associate
- 1operations & project associate
- 1regional director
- 1senior operations associate
- 1strategy consultant
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