Lifetime Financial

Lifetime Financial (CRD# 312171) is a financial advisory firm headquartered in Takoma Park, MD. They manage $10,000,000 in 137 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7000 Carroll Ave, Ste 201a, Takoma Park, MD 20912
https://www.facebook.com/lifetimefinancialadvisors
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $72,993
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Lifetime Financial
Showing 1 - 1 of 1 top financial advisors.
1
David Creekmore, financial advisor Takoma Park MD
David A. Creekmore
CRD#: 7321337
7000 Carroll Ave, Ste 201a, Takoma Park, MD 20912

David Creekmore (CRD# 7321337) is an Investment Advisor Representative working at Lifetime Financial in Takoma Park, MD and has over 3 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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