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Diana Jane Batchelor

LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC·NATIONAL HARBOR, Maryland
Series 65Clean record21 years registeredLIFETIME WEALTH PLANNING AND MANAGEMENT, LLC
120 WATERFRONT STREET, NATIONAL HARBOR, MD 20745CRD# 4901717Firm CRD# 133399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Diana Jane Batchelor · NATIONAL HARBOR, MD
Registration
CRD #4901717 · LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC
WEALTHSTREAM ADVISORS, INC.
Apr 2021 – Dec 2022
NATIONAL HARBOR, MD
LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC
Jul 2005 – May 2021
NATIONAL HARBOR, MD
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 22, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC
CRD 133399 · SEC 801-117915
AUM
$6M
Regulatory assets under management
Employees
2
49 client accounts
Services offered by LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Diana Jane Batchelor offer?
Diana Jane Batchelor specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.
What are Diana Jane Batchelor's credentials?
Diana Jane Batchelor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Diana Jane Batchelor located?
Diana Jane Batchelor is based in NATIONAL HARBOR, Maryland, last registered with LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC.
How does Diana Jane Batchelor charge for services?
Diana Jane Batchelor's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC?
LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC has approximately 2 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC

Carolyn Thompson Walder
NATIONAL HARBOR, MD

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)
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