Gregory D. Tudor

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CRD#: 1613843

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gregory Don Tudor, CFP® was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1987. Gregory had worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. LIFETIME TAX ADVISORS, INC. SINCE 2008, ROCKALL, TX, PROVIDES TAX ADVICE, NON INVESTMENT RELATED. 2.LIFETIME INSURANCE SERVICES,INC. SINCE 2009, ROCKWALL, TX, INSURANCE SALES, NON INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Past

July 27, 2009 - March 7, 2023

LIFETIME WEALTH MANAGEMENT P.C.

RIA

CRD#: 145492

ROCKWALL, TX

Past

July 28, 2008 - May 29, 2009

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

DALLAS, TX

Past

July 28, 2008 - May 29, 2009

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

June 9, 2005 - July 15, 2008

LPL FINANCIAL LLC

RIA

CRD#: 6413

ROCKWALL, TX

Past

February 18, 2005 - July 15, 2008

LPL FINANCIAL LLC

CRD#: 6413

ROCKWALL, TX

Past

October 11, 2001 - March 3, 2005

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

May 20, 1999 - October 24, 2001

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

May 20, 1999 - October 24, 2001

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

January 9, 1989 - November 7, 1995

DOMINION CAPITAL CORPORATION

CRD#: 18837

DALLAS, TX

Past

June 30, 1987 - November 12, 1988

CULLUM & SANDOW SECURITIES, INC.

CRD#: 15836

Past

March 4, 1987 - July 25, 1987

HOME SHOPPING CLUB SECURITIES, INC.

CRD#: 15081

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIFETIME WEALTH MANAGEMENT P.C.

EFG FUNDS | LIFETIME WEALTH MANAGEMENT P.C.

CRD#: 145492 / SEC#: 801-113213

RIA

Registered Investment Advisory firm - (5/15/2018 Approved)

Texas

Registered Investment Advisory firm - (5/17/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/24/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/1/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/19/1999

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 12/4/1987

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 3/3/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LIFETIME WEALTH MANAGEMENT P.C.

EFG FUNDS | LIFETIME WEALTH MANAGEMENT P.C.

CRD#: 145492 / SEC#: 801-113213

RIA

Registered Investment Advisory firm - (5/15/2018 Approved)

Texas

Registered Investment Advisory firm - (5/17/2018 Terminated)

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Contact information

Main Address

560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087

Mailing Address

3021 Ridge Road, #a284, Rockwall, TX 75032

Phone number

(972) 771-0650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE- AUG 2025 (9/17/2025)

Regulatory assets under management

Total Number of Accounts	263
AUM (Assets Under Management)	$ 179,539,148

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gregory D. Tudor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AVANTAX INVESTMENT SERVICES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

DOMINION CAPITAL CORPORATION

CULLUM & SANDOW SECURITIES, INC.

HOME SHOPPING CLUB SECURITIES, INC.

Primary Firm SEC Registration

LIFETIME WEALTH MANAGEMENT P.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/24/2005

Series 63

Date: 6/1/1999

Series 7

Date: 5/19/1999

Series 22

Date: 12/4/1987

Series 6

Date: 3/3/1987

Current Firm

LIFETIME WEALTH MANAGEMENT P.C.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIFETIME WEALTH MANAGEMENT P.C.

TRUST BUT VERIFY

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