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LIFEGUIDE FINANCIAL ADVISORS, LLC
LIFEGUIDE FINANCIAL ADVISORS, LLC
MECHANICSBURG, Pennsylvania
·
5 registered advisors
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CRD# 284842
SEC# 801-108442
1
(717) 796-1700
01
Firm Overview
AUM
$373M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at LIFEGUIDE FINANCIAL ADVISORS, LLC
5 registered advisors
Brien Jon Lasse
MECHANICSBURG, Pennsylvania
CRD# 4492498
David Isaac Lutz
MECHANICSBURG, Pennsylvania
CRD# 5355724
Derek Glen Mosley
MECHANICSBURG, Pennsylvania
CRD# 6020464
Douglas Kirt Denlinger
MECHANICSBURG, Pennsylvania
CRD# 4698387
Matthew Lawrence Hess
MECHANICSBURG, Pennsylvania
CRD# 6792354
05
Office Locations
MECHANICSBURG, Pennsylvania
5 advisors
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Data sourced from SEC Form ADV filings. LIFEGUIDE FINANCIAL ADVISORS, LLC (CRD# 284842) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.