Phillip Leroy Ingle

Lifetime Financial, INC.

17 Years of Experience

2 DisclosuresSells 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

65 Enterprise, Aliso Viejo, CA, 92656

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History

Regulatory History (2)

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Regulatory

September 2003

Final

Regulatory

January 2001

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Phillip owns SSG Solutions Financial & Insurance Services LLC, offering retirement planning and insurance services, dedicating about 10-20% of his time. He is also an Estate Planning Team Member, representing and marketing deferred sales trusts, spending a few hours per week on this activity.

Employment History

Current Registrations

Lifetime Financial, INC.

September 2018 - Present · 7 yrs 5 mos

Previous Registrations

Horter Investment Management, LLC

January 2016 - September 2018 · 2 yrs 8 mos

Global Financial Private Capital, LLC

March 2010 - December 2015 · 5 yrs 9 mos

San Clemente Securities, INC.Broker

August 1997 - February 1999 · 1 yr 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.