Lifetime Financial
Lifetime Financial (CRD# 142283) is a financial advisory firm headquartered in South Jordan, UT. They manage $28,124,512 in 124 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management28MILLION
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Total Number of Accounts124ACCOUNTS
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Average Account Value$226,811
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
UT
Financial Advisors at Lifetime Financial
1
John Beckstead (CRD# 3041666) is an Investment Advisor Representative working at Lifetime Financial in Highland, UT and has over 25 years of experience in the finance industry.
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