Lifetime Wealth Management P.c.

Lifetime Wealth Management P.c. (CRD# 145492) is a financial advisory firm headquartered in Rockwall, TX. They manage $184,243,260 in 274 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087
http://www.lifetimewm.com
By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    274
    ACCOUNTS
  • Average Account Value
    $672,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Lifetime Wealth Management P.c.
Showing 1 - 4 of 4 top financial advisors.
1
Jason Gould, financial advisor Rockwall TX
Jason A. Gould
CRD#: 5311823
560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087

Jason Gould (CRD# 5311823) is an Investment Advisor Representative working at Lifetime Wealth Management P.c. in Rockwall, TX and has over 16 years of experience in the finance industry.

2
Sylvia McCrackin, financial advisor Rockwall TX
Sylvia B. McCrackin
CRD#: 6786730
560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087

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.

3
Jason Potts, financial advisor Rockwall TX
Jason A. Potts
CRD#: 4371475
560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087

Jason Potts (CRD# 4371475) is an Investment Advisor Representative working at Lifetime Wealth Management P.c. in Rockwall, TX and has over 22 years of experience in the finance industry.

4
Scott McKee, financial advisor Alpharetta GA
Scott A. McKee
CRD#: 7271938
Alpharetta, GA

Scott McKee (CRD# 7271938) is an Investment Advisor Representative working at Lifetime Wealth Management P.c. in Alpharetta, GA 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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