Kevin John Williams

Lifetime Financial, INC.

19 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Lifetime Financial, INC.

Compensation

Fee-Only (AUM)

Firm Size

7 advisors

Number of Clients

320 clients

Average Client Portfolio

$153K average

Assets Under Management

$49.1M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2008

Denied

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Other Business ActivitiesSells Insurance

Kevin engages with Synergy Financial Management's affiliated companies, including Synergy Financial Services, Inc (Insurance) and Synergy Mergers & Acquisitions, LLC DBA Synergy (Real Estate). He is also a real estate broker with Synergy Mergers + Acquisitions, earning commissions based on purchase and sales agreements.