Sylvia McCrackin (CRD# 6786730) is an Investment Advisor Representative working at Lifetime Wealth Management P.c. in Rockwall, TX and has over 6 years of experience in the finance industry.
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
CRD# 4211653
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lifetime Wealth Management P.c. | Rockwall, TX | Jun 2023 - Current | < 1 |
Edward Jones | St Louis, MO | May 2017 - Jun 2023 | 6 |
Rockwall Independent School District | Rockwall, TX | Apr 2017 - May 2017 | < 1 |
Unemployed | Rockwall, TX | Jan 2017 - Apr 2017 | < 1 |
Lake Pointe Church | Rockwall, TX | Jan 2014 - Jan 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- TX
-
Total Assets Under Management167MILLIONS
-
Total Number of Accounts261ACCOUNTS
-
Average Account Value$641,020
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
GA, TX
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