Best Investors Account Sign in
Inactive

Vincent Delfranco

Lifetyme Financial Advisors, LLC

Scottsdale, AZ

CRD 2443457

Claim This Profile
Employer firm

Lifetyme Financial Advisors, LLC CRD 159809

502 advisory clients

Reported services (Item 5G)

  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Lifetyme Financial Advisors, Llc

14362 N. Frank Lloyd Wright Blvd. Suite 1240, Scottsdale, AZ 85260 • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2021-12-21
FL RA APPROVED 2020-10-24
MN RA APPROVED 2020-06-16
IL RA APPROVED 2020-05-07
TX RA APPROVED 2018-10-18
GA RA APPROVED 2018-08-16
NJ RA APPROVED 2018-03-09
SC RA APPROVED 2018-03-09
CO RA APPROVED 2017-05-12
CT RA APPROVED 2015-06-16
CA RA APPROVED 2014-07-07
AZ RA APPROVED 2012-01-11
  • AK RA
    APPROVED
    Since 2021-12-21
  • FL RA
    APPROVED
    Since 2020-10-24
  • MN RA
    APPROVED
    Since 2020-06-16
  • IL RA
    APPROVED
    Since 2020-05-07
  • TX RA
    APPROVED
    Since 2018-10-18
  • GA RA
    APPROVED
    Since 2018-08-16
  • NJ RA
    APPROVED
    Since 2018-03-09
  • SC RA
    APPROVED
    Since 2018-03-09
  • CO RA
    APPROVED
    Since 2017-05-12
  • CT RA
    APPROVED
    Since 2015-06-16
  • CA RA
    APPROVED
    Since 2014-07-07
  • AZ RA
    APPROVED
    Since 2012-01-11

Branch Locations

14362 N. Frank Lloyd Wright Blvd. Suite 1240, Scottsdale, AZ 85260 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allstar Financial Group, Llc Scottsdale AZ 04/2011 Present
Lifetyme Financial Advisors, Llc Scottsdale AZ 12/2011 Present
Lifetyme Financial, Llc Scottsdale AZ 01/2014 Present
Lifetyme Financial Group, Llc Scottsdale AZ 01/2014 Present
Ed 4 Feds Scottsdale AZ 01/2020 01/2023
  • 04/2011 → Present
    Allstar Financial Group, Llc
    Scottsdale, AZ
  • 12/2011 → Present
    Scottsdale, AZ
  • 01/2014 → Present
    Lifetyme Financial, Llc
    Scottsdale, AZ
  • 01/2014 → Present
    Lifetyme Financial Group, Llc
    Scottsdale, AZ
  • 01/2020 → 01/2023
    Ed 4 Feds
    Scottsdale, AZ
Previous Registrations
  • 2011-05-04 → 2011-12-13
    Phoenix, AZ
    Urbandale, IA
    Phoenix, AZ
  • 2008-05-29 → 2011-04-29
    Investment Advisors International, Inc.
    Phoenix, AZ
Other Businesses

1) ALLSTAR FINANCIAL GROUP, LLC; INVESTMENT RELATED; SCOTTSDALE, AZ; INSURANCE PRODUCTS SALES AND SERVICES; CEO/LICENSED INSURANCE AGENT; APRIL 2011; APPROXIMATELY 25% OF TIME SPENT ON THIS ACTIVITY. 2) LIFETYME FINANCIAL GROUP, LLC; INVESTMENT RELATED; SCOTTSDALE, AZ; INSURANCE PRODUCTS SALES AND SERVICES; MEMBER/INSURANCE AGENT; JANUARY 2014; APPROXIMATELY 25% OF TIME SPENT ON THIS ACTIVITY. 3) LIFETYME FINANCIAL, LLC; NON-INVESTMENT RELATED; SCOTTSDALE, AZ; MARKETING AND RECRUITING COMPANY; MEMBER; JANUARY 2014; APPROXIMATELY 25% OF TIME SPENT ON THIS ACTIVITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-04-14
S63 Uniform Securities Agent State Law Examination 1994-02-22
  • S65 Uniform Investment Adviser Law Examination
    2008-04-14
  • S63 Uniform Securities Agent State Law Examination
    1994-02-22
Designations
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Scottsdale, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor