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Lifetime Financial Advisors Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Lifetime Financial Advisors is a California-based financial services firm founded in 1980 that provides comprehensive financial planning and wealth management. The firm emphasizes ongoing, lifetime service to clients and their families, aiming to guide decisions about money, life, and legacy. A team of advisors works with individuals to tailor plans that reflect their priorities, supported by a client-centered, responsive service approach. All securities and advisory services are offered through LPL Financial, a registered investment adviser, with LPL acting as the broker-dealer. Lifetime Financial Advisors, Inc. operates as a separate registered investment adviser that coordinates with clients in states where its professionals are licensed. The firm notes that professionals may discuss and transact business only with residents of states where they are properly registered, and that third-party posts do not reflect LPL Financial’s views.

Find Lifetime Financial Advisors employees' phone numbers or email addresses

Lifetime Financial Advisors Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Lifetime Financial Advisors's Leadership

  • Stylized image of a person
    S. E.
    Regional Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    Operations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Lpl Financial Registered Sales Assistant
    Phone icon
    Mobile Phone

Lifetime Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Consultant

Contact profiles from Lifetime Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. E.
    Regional Director
    Phone icon
    Mobile Phone
    Jun 26, 2026
  • Stylized image of a person
    B. B.
    Operations Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. S.
    Lpl Financial Registered Sales Assistant
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Lifetime Financial Advisors known for?

Minus sign iconPlus sign iconLifetime Financial Advisors was founded in 1980 operates in the Financial Services industry. The company's main headquarters is located in 2210 Encinitas Boulevard Suite c Encinitas, California 92024 United States; you can contact the main corporate office by phone at
+1-760-943-****
. Explore Lifetime Financial Advisors's company overview page for more information.

What is Lifetime Financial Advisors's most common email format?

Minus sign iconPlus sign iconLifetime Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lifetime Financial Advisors email formats with LeadIQ.

How many employees does Lifetime Financial Advisors have currently?

Minus sign iconPlus sign iconLifetime Financial Advisors has approximately 12 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Lifetime Financial Advisors's key employees and leadership?

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As of June 2026, Lifetime Financial Advisors's key employees include:

  • Regional Director: S. E.
  • Operations Manager: B. B.
  • Lpl Financial Registered Sales Assistant: J. S.

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