Lifetyme Financial Advisors, Llc
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ADV data as of Apr 24, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 7
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Vincent Delfranco | Registered representative | Chartered Financial Consultant | Jan 2012 (15y) | |
| Leong Ngu | Registered representative | Feb 2012 (15y) | ||
| Catherine Penna Smith | Registered representative | Oct 2019 (7y) | ||
| Marjan Boor Boor | Registered representative | Aug 2022 (4y) | ||
| Mckenzie Kruse Pillsbury | Registered representative | Jul 2023 (3y) | ||
| Christian King Pruitt | Registered representative | Feb 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 1.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Other fees
- • REFERRAL FEES/CO-ADVISOR FEE
Services
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗