Randall A. Luebke

LIFETIME FINANCIAL

Newport Beach, CA 92660

CRD#: 4761763

Some features on this profile are disabled

Professional summary

Randall Albert Luebke is a registered financial advisor currently at LIFETIME FINANCIAL, INC. located in Newport Beach, California.

Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Randall has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randall Albert Luebke's CRS (Customer Relationship Summary).

Certified licenses

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

None

Experience

Current

April 25, 2012 - Present

LIFETIME FINANCIAL, INC.

Office #1: 260 Newport Center Dr Ste 100, Newport Beach, CA 92660

RIA

CRD#: 161124

Newport Beach, CA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(6/14/2024)

IAR

California
(4/25/2012)

IAR

Hawaii
(5/5/2020)

IAR

Ohio
(4/13/2026)

IAR

Utah
(6/13/2018)

IAR

Washington
(1/5/2024)

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: 10/26/2011

Uniform Investment Adviser Law Examination

Current Firm

LIFETIME FINANCIAL, INC.

LIFETIME FINANCIAL, INC. | LIFETIME PARADIGM, INC.

CRD#: 161124 / SEC#:

Arizona

Registered Investment Advisory firm - (6/14/2024 Approved)

California

Registered Investment Advisory firm - (4/25/2012 Approved)

Hawaii

Registered Investment Advisory firm - (3/12/2020 Approved)

North Carolina

Registered Investment Advisory firm - (5/5/2025 Terminated)

Utah

Registered Investment Advisory firm - (6/12/2018 Approved)

Washington

Registered Investment Advisory firm - (1/5/2024 Approved)

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).

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

260 Newport Center Dr Ste 100, Newport Beach, CA 92660

Mailing Address

280 S Lemon Ave #135, Walnut, CA 91788

Phone number

(800) 810-1736

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	313
AUM (Assets Under Management)	$ 49,075,182

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.

Similar Advisors

Mark Rylance

RS CRUM INC.

IAR

Newport Beach, CA

Ryan Gallo

LPL FINANCIAL LLC

IAR

FULLERTON, CA

Barton Pearce

PARK AVENUE SECURITIES LLC

IAR

IRVINE, CA

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Randall A. Luebke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randall Albert Luebke's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFETIME FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/26/2011

Current Firm

LIFETIME FINANCIAL, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIFETIME FINANCIAL, INC.

TRUST BUT VERIFY

Similar Advisors