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LIFETIME WEALTH MANAGEMENT P.C.
LIFETIME WEALTH MANAGEMENT P.C.
ROCKWALL, Texas
·
1 registered advisor
·
CRD# 145492
SEC# 801-113213
0
972-771-0650
01
Firm Overview
AUM
$184M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LIFETIME WEALTH MANAGEMENT P.C.
1 registered advisor
Jason Andrew Potts
ROCKWALL, Texas
CRD# 4371475
05
Office Locations
ROCKWALL, Texas
1 advisor
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Data sourced from SEC Form ADV filings. LIFETIME WEALTH MANAGEMENT P.C. (CRD# 145492) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.