Yulia Grigorievna Ordway

Employer firm

Lifetime Financial, Inc. CRD 161124

$63.3M regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2022 → 12/2025
  Nylife Securities Llc
  San Diego, CA
• 10/2020 → 12/2024
  Mw Financial & Insurance Solutions
  San Diego, CA
• 01/2018 → 03/2020
  University Of Ca, Irvine
  Irvine, CA
• 03/2020 → 10/2020
  Unemployed
  San Diego, CA
• 06/2012 → 12/2017
  Homemaker
  San Diego, CA
• 06/2023 → Present
  Lifetime Paradigm
  Newport Beach, CA
• 04/2026 → Present
  Lifetime Financial, Inc.
  Newport Beach, CA

Other Businesses

Yulia Grigorievna Ordway has been associated with Books Profits & Financial since 12/30/2025. She serves as a Tax Preparer and Enrolled Agent and does not receive commissions for her services. She also continues to work as a Paraplanner for Lifetime Paradigm Inc, the firm's sister company.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-08-06

Designations

• Certified Financial Planner

Other Names

• Yulia Vasilieva
• Yulia G Vasilieva