LIFEPLAN GROUP
Tel: 919-858-6119 7201 Creedmoor Rd. Suite 147 Raleigh, North Carolina 27613
About LIFEPLAN GROUP
LIFEPLAN GROUP is a Raleigh, North Carolina based financial advisory firm with nearly $183,998,415 in assets under management and provides investment advisory services for 796 clients. There are currently 8 financial advisors at the firm.
General Information
Firm CRD#:
144157
Firm SEC#:
801-122570
Assets Under Management:
$183,998,415
No. of Clients:
796
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Education seminars/workshops, Other (SELECTION OF MGRS THROUGH CO-ADVISOR)
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