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Diana Jane Batchelor

LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC·NATIONAL HARBOR, Maryland
Clean recordLIFETIME 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Diana Jane Batchelor is a registered financial advisor based in NATIONAL HARBOR, Maryland, affiliated with LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC
LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC
AUM
$6M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4901717
Firm CRD# 133399
View on FINRA BrokerCheck →

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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. Contact their office in NATIONAL HARBOR, Maryland for a consultation.
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, working with LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC. Their office serves clients in the NATIONAL HARBOR metropolitan area and surrounding communities.
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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)ANNAPOLIS (74)GAITHERSBURG (65)COLUMBIA (54)OWINGS MILLS (46)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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