Lifetime Financial Advisors, Inc.

Identity

Name
Lifetime Financial Advisors, Inc.
Formatted address
2210 Encinitas Blvd Ste. C, Encinitas, CA 92024, USA
Phone
(760) 943-0430
Website
http://www.lfa-inc.com/
Primary category
Consultant
Hours
Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Map reference
https://maps.google.com/?cid=3652334103097881739&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA

Attribute Matrix

AttributeValueSourcesLatest source dateFreshnessCitations
fiduciary_status not-established 0 fresh
  • lfa-inc.com https://www.lfa-inc.com/ self-published

Self-Claims

Firm Stated Facts

  • categorized_as: Financial Advisor
    • lfa-inc.com https://www.lfa-inc.com/our-team self-published
  • categorized_as: FinancialService
    • lfa-inc.com https://www.lfa-inc.com/our-firm self-published
  • categorized_as: FinancialService
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  • categorized_as: FinancialService
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  • categorized_as: FinancialService
    • lfa-inc.com https://www.lfa-inc.com/ self-published
  • categorized_as: FinancialService
    • lfa-inc.com https://www.lfa-inc.com/contact self-published
  • client_specializations: individuals, families, and business owners
    • lfa-inc.com https://www.lfa-inc.com/wealth-management self-published
  • client_specializations: working professionals, pre-retirees, retirees, business owners, entrepreneurs, and their families
    • lfa-inc.com https://www.lfa-inc.com/faq self-published
  • fiduciary_status: fiduciary
    • lfa-inc.com https://www.lfa-inc.com/ self-published
  • professional_certifications: CFP, RICP
    • lfa-inc.com https://www.lfa-inc.com/ self-published
  • professional_certifications: CFP
    • lfa-inc.com https://www.lfa-inc.com/our-firm self-published
  • regulatory_registration: Registered Investment Advisor (RIA)
    • lfa-inc.com https://www.lfa-inc.com/our-firm self-published
  • services_offered: comprehensive financial planning and wealth management services
    • lfa-inc.com https://www.lfa-inc.com/our-firm self-published
  • services_offered: comprehensive financial planning
    • lfa-inc.com https://www.lfa-inc.com/blog/ self-published
  • services_offered: comprehensive financial planning
    • lfa-inc.com https://www.lfa-inc.com/financial-planning self-published
  • services_offered: wealth management, financial planning
    • lfa-inc.com https://www.lfa-inc.com/ self-published
  • services_offered: wealth management, investment advice, insurance products
    • lfa-inc.com https://www.lfa-inc.com/wealth-management self-published
  • years_in_practice: more than four decades
    • lfa-inc.com https://www.lfa-inc.com/ self-published
  • years_in_practice: over forty years
    • lfa-inc.com https://www.lfa-inc.com/our-firm self-published

Performance Claims

No performance claims are currently recorded.

Themed Claims

Claim Ledger

Predicate or attributeValueSource URLSource dateVerdictCitation
regulatory_registration LIFETIME FINANCIAL ADVISORS INC, License #138418, CA https://adviserinfo.sec.gov/firm/summary/138418 registry_verified
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categorized_as Financial Consultant http://www.buzzfile.com/business/Life-Time-Financial-Advisors-760-943-0430 kept
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professional_certifications CFP https://www.expertise.com/finance/financial-advisors/california/carlsbad kept
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categorized_as Department Store https://www.walmart.com/store/2333-apple-valley-ca kept
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years_in_practice over four decades https://www.zoominfo.com/p/Brenda-Barnett/3369547445 kept
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services_offered wealth management, financial planning, retirement planning, investment planning https://www.zoominfo.com/p/Brenda-Barnett/3369547445 kept
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categorized_as Financial Planners https://www.lifetimefinancial.com kept
regulatory_registration registered investment advisory firm https://app.getwarmer.com/firm_profiles/73763385-9c3f-4cda-8342-09d44f818706 kept
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client_specializations professionals and families https://www.zoominfo.com/c/lifetime-financial-advisors-inc/347667410 kept
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services_offered wealth management, financial planning, retirement planning, and investment planning https://www.zoominfo.com/c/lifetime-financial-advisors-inc/347667410 kept
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years_in_practice over four decades https://www.zoominfo.com/c/lifetime-financial-advisors-inc/347667410 kept
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categorized_as FinancialService https://www.lfa-inc.com/about kept
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client_specializations working professionals, pre-retirees, retirees, business owners, entrepreneurs, and their families https://www.lfa-inc.com/faq kept
  • lfa-inc.com https://www.lfa-inc.com/faq self-published
services_offered comprehensive financial planning https://www.lfa-inc.com/financial-planning kept
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client_specializations individuals, families, and business owners https://www.lfa-inc.com/wealth-management kept
  • lfa-inc.com https://www.lfa-inc.com/wealth-management self-published
services_offered wealth management, investment advice, insurance products https://www.lfa-inc.com/wealth-management kept
  • lfa-inc.com https://www.lfa-inc.com/wealth-management self-published
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regulatory_registration Registered Investment Advisor https://rocketreach.co/lifetime-financial-advisors-profile_b5a2a3adf673f091 kept
  • rocketreach.co https://rocketreach.co/lifetime-financial-advisors-profile_b5a2a3adf673f091 independent
located_in 356679b8-8d4a-4173-8d84-9dc9c246c376 https://rocketreach.co/lifetime-financial-advisors-profile_b5a2a3adf673f091 kept
  • rocketreach.co https://rocketreach.co/lifetime-financial-advisors-profile_b5a2a3adf673f091 independent
professional_certifications CFP https://www.lfa-inc.com/our-firm kept
  • lfa-inc.com https://www.lfa-inc.com/our-firm self-published
years_in_practice over forty years https://www.lfa-inc.com/our-firm kept
  • lfa-inc.com https://www.lfa-inc.com/our-firm self-published
categorized_as FinancialService https://www.lfa-inc.com/our-firm json_ld_parsed
  • lfa-inc.com https://www.lfa-inc.com/our-firm self-published
located_in 356679b8-8d4a-4173-8d84-9dc9c246c376 https://www.lfa-inc.com/our-firm kept
  • lfa-inc.com https://www.lfa-inc.com/our-firm self-published
established_in 634eb450-8174-423b-b949-386bc6207e4f https://www.lfa-inc.com/our-firm kept
  • lfa-inc.com https://www.lfa-inc.com/our-firm self-published
services_offered comprehensive financial planning and wealth management services https://www.lfa-inc.com/our-firm kept
  • lfa-inc.com https://www.lfa-inc.com/our-firm self-published
founded_by 894078b9-e38e-4142-a87c-13252efe53dd https://www.lfa-inc.com/our-firm kept
  • lfa-inc.com https://www.lfa-inc.com/our-firm self-published
located_in 19e65e0a-56d6-40aa-84cc-195a0dd22560 https://www.lfa-inc.com/our-firm json_ld_parsed
  • lfa-inc.com https://www.lfa-inc.com/our-firm self-published
located_in 76f1621c-6d82-494d-a689-421a75ded873 https://www.lfa-inc.com/our-firm json_ld_parsed
  • lfa-inc.com https://www.lfa-inc.com/our-firm self-published
regulatory_registration Registered Investment Advisor (RIA) https://www.lfa-inc.com/our-firm kept
  • lfa-inc.com https://www.lfa-inc.com/our-firm self-published
located_in 356679b8-8d4a-4173-8d84-9dc9c246c376 https://www.linkedin.com/company/lifetimefinancial kept
  • linkedin.com https://www.linkedin.com/company/lifetimefinancial independent
located_in 76f1621c-6d82-494d-a689-421a75ded873 https://www.linkedin.com/company/lifetimefinancial json_ld_parsed
  • linkedin.com https://www.linkedin.com/company/lifetimefinancial independent
services_offered comprehensive financial planning, wealth management services https://www.linkedin.com/company/lifetimefinancial kept
  • linkedin.com https://www.linkedin.com/company/lifetimefinancial independent
located_in 19e65e0a-56d6-40aa-84cc-195a0dd22560 https://www.linkedin.com/company/lifetimefinancial json_ld_parsed
  • linkedin.com https://www.linkedin.com/company/lifetimefinancial independent
regulatory_registration Registered Investment Advisor https://www.linkedin.com/company/lifetimefinancial kept
  • linkedin.com https://www.linkedin.com/company/lifetimefinancial independent
located_in 356679b8-8d4a-4173-8d84-9dc9c246c376 https://www.linkedin.com/in/brianfieldca/ kept
  • linkedin.com https://www.linkedin.com/in/brianfieldca/ independent
regulatory_registration registered representative https://www.linkedin.com/in/brianfieldca/ kept
  • linkedin.com https://www.linkedin.com/in/brianfieldca/ independent
professional_certifications CFP https://www.linkedin.com/in/lukevanhouten/ kept
  • linkedin.com https://www.linkedin.com/in/lukevanhouten/ independent
located_in 19e65e0a-56d6-40aa-84cc-195a0dd22560 https://www.mapquest.com/us/california/lifetime-financial-advisors-inc-278341572 json_ld_parsed
  • mapquest.com https://www.mapquest.com/us/california/lifetime-financial-advisors-inc-278341572 independent
categorized_as LocalBusiness https://www.mapquest.com/us/california/lifetime-financial-advisors-inc-278341572 json_ld_parsed
  • mapquest.com https://www.mapquest.com/us/california/lifetime-financial-advisors-inc-278341572 independent
located_in 76f1621c-6d82-494d-a689-421a75ded873 https://www.mapquest.com/us/california/lifetime-financial-advisors-inc-278341572 json_ld_parsed
  • mapquest.com https://www.mapquest.com/us/california/lifetime-financial-advisors-inc-278341572 independent
located_in 76f1621c-6d82-494d-a689-421a75ded873 https://www.mapquest.com/us/california/lifetime-financial-advisors-inc-278341572 kept
  • mapquest.com https://www.mapquest.com/us/california/lifetime-financial-advisors-inc-278341572 independent
regulatory_registration Registered Investment Advisor https://www.yelp.com/biz/lifetime-financial-advisors-encinitas kept
  • yelp.com https://www.yelp.com/biz/lifetime-financial-advisors-encinitas aggregated
services_offered Fiduciary Services, Retirement Planning, Stock Brokers, Enrolled Agent, Wealth Management, Estate Planning Law https://www.yelp.com/biz/lifetime-financial-advisors-encinitas kept
  • yelp.com https://www.yelp.com/biz/lifetime-financial-advisors-encinitas aggregated
professional_certifications CFP® https://www.yelp.com/biz/lifetime-financial-advisors-encinitas kept
  • yelp.com https://www.yelp.com/biz/lifetime-financial-advisors-encinitas aggregated
services_offered comprehensive financial planning and wealth management services https://www.yelp.com/biz/lifetime-financial-advisors-encinitas kept
  • yelp.com https://www.yelp.com/biz/lifetime-financial-advisors-encinitas aggregated
founded_by 894078b9-e38e-4142-a87c-13252efe53dd https://www.yelp.com/biz/lifetime-financial-advisors-encinitas kept
  • yelp.com https://www.yelp.com/biz/lifetime-financial-advisors-encinitas aggregated
years_in_practice over forty years https://www.yelp.com/biz/lifetime-financial-advisors-encinitas kept
  • yelp.com https://www.yelp.com/biz/lifetime-financial-advisors-encinitas aggregated

Credentials

What We Do Not Know

Methodology

Source count
10
  • adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/138418 independent
  • app.getwarmer.com https://app.getwarmer.com/firm_profiles/73763385-9c3f-4cda-8342-09d44f818706 independent
  • leadiq.com https://leadiq.com/c/lifetime-financial-advisors/5a1da7062300005a009a6923 independent
  • local.yahoo.com https://local.yahoo.com/info-193471768-Lifetime-Financial-Advisors/?p=Lifetime%20Financial%20Advisors&selectedId=193471768&ei=UTF-8 independent
  • rocketreach.co https://rocketreach.co/lifetime-financial-advisors-profile_b5a2a3adf673f091 independent
  • expertise.com https://www.expertise.com/finance/financial-advisors/california/carlsbad independent
  • lfa-inc.com https://www.lfa-inc.com/ self-published
  • lfa-inc.com https://www.lfa-inc.com/about self-published
  • lfa-inc.com https://www.lfa-inc.com/blog/ self-published
  • lfa-inc.com https://www.lfa-inc.com/contact self-published
  • lfa-inc.com https://www.lfa-inc.com/faq self-published
  • lfa-inc.com https://www.lfa-inc.com/financial-planning self-published
  • lfa-inc.com https://www.lfa-inc.com/our-firm self-published
  • lfa-inc.com https://www.lfa-inc.com/our-team self-published
  • lfa-inc.com https://www.lfa-inc.com/wealth-management self-published
  • linkedin.com https://www.linkedin.com/company/lifetimefinancial independent
  • linkedin.com https://www.linkedin.com/in/lukevanhouten/ independent
  • seniorfinanceadvisor.com https://www.seniorfinanceadvisor.com/firm_locations/ca/encinitas/lifetime-financial-advisors-inc/2210-encinitas-boulevard independent
  • yelp.com https://www.yelp.com/biz/lifetime-financial-advisors-encinitas aggregated
Data refreshed
  • adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/138418 independent
  • app.getwarmer.com https://app.getwarmer.com/firm_profiles/73763385-9c3f-4cda-8342-09d44f818706 independent
  • leadiq.com https://leadiq.com/c/lifetime-financial-advisors/5a1da7062300005a009a6923 independent
  • local.yahoo.com https://local.yahoo.com/info-193471768-Lifetime-Financial-Advisors/?p=Lifetime%20Financial%20Advisors&selectedId=193471768&ei=UTF-8 independent
  • rocketreach.co https://rocketreach.co/lifetime-financial-advisors-profile_b5a2a3adf673f091 independent
  • expertise.com https://www.expertise.com/finance/financial-advisors/california/carlsbad independent
  • lfa-inc.com https://www.lfa-inc.com/ self-published
  • lfa-inc.com https://www.lfa-inc.com/about self-published
  • lfa-inc.com https://www.lfa-inc.com/blog/ self-published
  • lfa-inc.com https://www.lfa-inc.com/contact self-published
  • lfa-inc.com https://www.lfa-inc.com/faq self-published
  • lfa-inc.com https://www.lfa-inc.com/financial-planning self-published
  • lfa-inc.com https://www.lfa-inc.com/our-firm self-published
  • lfa-inc.com https://www.lfa-inc.com/our-team self-published
  • lfa-inc.com https://www.lfa-inc.com/wealth-management self-published
  • linkedin.com https://www.linkedin.com/company/lifetimefinancial independent
  • linkedin.com https://www.linkedin.com/in/lukevanhouten/ independent
  • seniorfinanceadvisor.com https://www.seniorfinanceadvisor.com/firm_locations/ca/encinitas/lifetime-financial-advisors-inc/2210-encinitas-boulevard independent
  • yelp.com https://www.yelp.com/biz/lifetime-financial-advisors-encinitas aggregated
Source classes
aggregator (aggregated), business_website (self-published), independent_editorial (independent)
  • adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/138418 independent
  • app.getwarmer.com https://app.getwarmer.com/firm_profiles/73763385-9c3f-4cda-8342-09d44f818706 independent
  • leadiq.com https://leadiq.com/c/lifetime-financial-advisors/5a1da7062300005a009a6923 independent
  • local.yahoo.com https://local.yahoo.com/info-193471768-Lifetime-Financial-Advisors/?p=Lifetime%20Financial%20Advisors&selectedId=193471768&ei=UTF-8 independent
  • rocketreach.co https://rocketreach.co/lifetime-financial-advisors-profile_b5a2a3adf673f091 independent
  • expertise.com https://www.expertise.com/finance/financial-advisors/california/carlsbad independent
  • lfa-inc.com https://www.lfa-inc.com/ self-published
  • lfa-inc.com https://www.lfa-inc.com/about self-published
  • lfa-inc.com https://www.lfa-inc.com/blog/ self-published
  • lfa-inc.com https://www.lfa-inc.com/contact self-published
  • lfa-inc.com https://www.lfa-inc.com/faq self-published
  • lfa-inc.com https://www.lfa-inc.com/financial-planning self-published
  • lfa-inc.com https://www.lfa-inc.com/our-firm self-published
  • lfa-inc.com https://www.lfa-inc.com/our-team self-published
  • lfa-inc.com https://www.lfa-inc.com/wealth-management self-published
  • linkedin.com https://www.linkedin.com/company/lifetimefinancial independent
  • linkedin.com https://www.linkedin.com/in/lukevanhouten/ independent
  • seniorfinanceadvisor.com https://www.seniorfinanceadvisor.com/firm_locations/ca/encinitas/lifetime-financial-advisors-inc/2210-encinitas-boulevard independent
  • yelp.com https://www.yelp.com/biz/lifetime-financial-advisors-encinitas aggregated
Synthesis run at
  • adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/138418 independent
  • app.getwarmer.com https://app.getwarmer.com/firm_profiles/73763385-9c3f-4cda-8342-09d44f818706 independent
  • leadiq.com https://leadiq.com/c/lifetime-financial-advisors/5a1da7062300005a009a6923 independent
  • local.yahoo.com https://local.yahoo.com/info-193471768-Lifetime-Financial-Advisors/?p=Lifetime%20Financial%20Advisors&selectedId=193471768&ei=UTF-8 independent
  • rocketreach.co https://rocketreach.co/lifetime-financial-advisors-profile_b5a2a3adf673f091 independent
  • expertise.com https://www.expertise.com/finance/financial-advisors/california/carlsbad independent
  • lfa-inc.com https://www.lfa-inc.com/ self-published
  • lfa-inc.com https://www.lfa-inc.com/about self-published
  • lfa-inc.com https://www.lfa-inc.com/blog/ self-published
  • lfa-inc.com https://www.lfa-inc.com/contact self-published
  • lfa-inc.com https://www.lfa-inc.com/faq self-published
  • lfa-inc.com https://www.lfa-inc.com/financial-planning self-published
  • lfa-inc.com https://www.lfa-inc.com/our-firm self-published
  • lfa-inc.com https://www.lfa-inc.com/our-team self-published
  • lfa-inc.com https://www.lfa-inc.com/wealth-management self-published
  • linkedin.com https://www.linkedin.com/company/lifetimefinancial independent
  • linkedin.com https://www.linkedin.com/in/lukevanhouten/ independent
  • seniorfinanceadvisor.com https://www.seniorfinanceadvisor.com/firm_locations/ca/encinitas/lifetime-financial-advisors-inc/2210-encinitas-boulevard independent
  • yelp.com https://www.yelp.com/biz/lifetime-financial-advisors-encinitas aggregated