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
10808 S. Riverfront Parkway, #3075, South Jordan, UT 84095
http://www.utahinvestmentadvisor.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Lifetime Financial
Showing 1 - 1 of 1 top financial advisors.
1
John Beckstead, financial advisor Highland UT
John C. Beckstead
CRD#: 3041666
Highland, UT

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.

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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