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Elizabeth Tilghman Mcfadden

Elizabeth T. Mcfadden

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CRD#: 2943760
Elizabeth Tilghman Mcfadden

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.

Elizabeth Tilghman Mcfadden, CFP®, who also goes by Elizabeth Mcfadden Aldinger, Elizabeth Mcfadden Medlin, Elizabeth Tilghman Mcfadden, was a registered financial professional .

Elizabeth is a previously registered financial professional and started their career in finance in 2000. Elizabeth had worked at 11 firms and has passed the Series 63, Series 7TO and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Elizabeth Mcfadden Aldinger | Elizabeth Mcfadden Medlin | Elizabeth Tilghman Mcfadden

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.
Elizabeth Tilghman McFadden is the Principal and Owner of Silver Linings Planning Solutions, a non-investment related entity, since January 2021. The mailing address is 10355 NE Valley Rd Unit 126 Rollingbay, WA 98061. She devotes 80 hours to this activity per month, 50 of which are during securities trading hours. Silver Linings Planning Solutions provides divorce planning services that include modular divorce planning (a la carte items to address, such as division of community property), comprehensive divorce planning (includes covering any and all items related to a client's divorce, excluding legal and tax advice), meditation, and collaborative divorce financial specialist.

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

Start date: 2004

Experience

Past

May 30, 2023 - April 15, 2024

LIFETIME PLANNING LLC

RIA
CRD#: 320946
BAINBRIDGE ISLAND, WA
Past

November 6, 2020 - December 4, 2020

BLUE WATER WEALTH

RIA
CRD#: 164432
SEATTLE, WA
Past

December 4, 2019 - November 5, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MERCER ISLAND, WA
Past

October 17, 2019 - November 5, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MERCER ISLAND, WA
Past

September 28, 2017 - December 21, 2018

BELPOINTE ASSET MANAGEMENT LLC

RIA
CRD#: 143440
Memphis, TN
Past

October 17, 2012 - March 3, 2014

CREATIVE PLANNING

RIA
CRD#: 105348
MEMPHIS, TN
Past

January 14, 2011 - May 27, 2011

LEGACY WEALTH MANAGEMENT INC

RIA
CRD#: 108619
MEMPHIS, TN
Past

November 9, 2010 - January 12, 2011

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
MEMPHIS, TN
Past

November 9, 2010 - January 12, 2011

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN
Past

August 3, 2009 - October 20, 2010

LIFETIME PLANNING, INC.

RIA
CRD#: 124253
MEMPHIS, TN
Past

February 6, 2007 - March 12, 2009

KELMAN LAZAROV INC

RIA
CRD#: 107727
MEMPHIS, TN
Past

November 30, 2006 - February 3, 2009

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
MEMPHIS, TN
Past

August 31, 2000 - June 24, 2005

FIRST HORIZON ADVISORS, INC.

BD
CRD#: 17117
MEMPHIS, TN

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.

Exams

State Security Law Exam
RR
Series 63
Date: 1/13/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/3/2019
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/30/2000
Investment Company Products/Variable Contracts Representative Examination

Current Firm

LP
LIFETIME PLANNING LLC
LIFETIME PLANNING LLC | SILVER LININGS PLANNING SOLUTIONS

CRD#: 320946 / SEC#:

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Contact information

Main Address
Kingston, WA
Mailing Address
10355 Ne Valley Rd Unit 126, Rollingbay, WA 98061
Phone number
(360) 564-6749
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

LIFETIME PLANNING LLC

CRD#: 320946

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