Lifelong Investment Management Services LLC

Lifelong Investment Management Services LLC (CRD# 158324) is a financial advisory firm headquartered in , . They manage $3,892,058 in 18 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.alaskawelath.net
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $216,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, HI

Financial Advisors at Lifelong Investment Management Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Eric Lee, financial advisor Wailuku HI
Eric O. Lee
CRD#: 4958166
Wailuku, HI

Eric Lee (CRD# 4958166) is an Investment Advisor Representative working at Lifelong Investment Management Services LLC in Wailuku, HI and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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