LB
Leonard S. Bakker
LIFETIME FINANCIAL
Walnut Creek, CA 94597
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CRD#: 6417458
LB
Professional summary
Leonard Simon Bakker is a registered financial advisor currently at LIFETIME FINANCIAL, INC. located in Walnut Creek, California.
Leonard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Leonard has worked at 2 firms 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.
NAME OF BUSINESS: CA LONG TERM CARE INSURANCE SERVICES
INVESTMENT RELATED: YES
CURRENT BUSINESS ADDRESS: 340 PANORAMIC WAY BERKELEY, CA 94704
NATURE OF BUSINESS: LONG TERM CARE INSURANCE
TITLE: SALES ADVISOR
START DATE: 02/2014
APPROXIMATE NUMBER OF HOURS PER MONTH YOU DEVOTE TO THE BUSINESS: 60
APPROXIMATE NUMBER OF HOURS YOU DEVOTE TO THE BUSINESS DURING SECURITIES EXCHANGE HOURS: 40
BRIEFLY DESCRIBE YOUR DUTIES: CONTACT PEOPLE WHO INQUIRED ABOUT LONG-TERM CAR PLANNING; SET MEETING WITH THEM; ADVICE AND TAKE APPLICATIONS WHERE DESIRED; SEE PROCESS THROUGH TO COMPLETION
NAME OF BUSINESS: BAHME PARTNERSHIP
INVESTMENT RELATED: NO
CURRENT BUSINESS ADDRESS: 340-360 PANORAMIC WAY BERKELEY, CA 94704
NATURE OF BUSINESS: APARTMENT AND PROPERTY MANAGEMENT
TITLE: APARTMENT MANAGER
START DATE: 01/1985
APPROXIMATE NUMBER OF HOURS PER MONTH YOU DEVOTE TO THE BUSINESS: 15
APPROXIMATE NUMBER OF HOURS YOU DEVOTE TO THE BUSINESS DURING SECURITIES EXCHANGE HOURS: 0
BRIEFLY DESCRIBE YOUR DUTIES: APARTMENT AND PROPERTY REPAIRS AND MAINTENANCE
CRS (Client Relationship Summary) - RIA
Click below to view Leonard Simon Bakker'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®
NoneExperience
Current
January 29, 2018 - Present
LIFETIME FINANCIAL, INC.
Office #1: 2950 Buskirk Avenue Suite 300, Walnut Creek, CA 94597RIA
CRD#: 161124
Walnut Creek, CA
Past
November 5, 2014 - February 7, 2018
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
BERKELEY, 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
California(1/29/2018)
Current Firm
LF
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)Upgrade to AdvisorCheck Premium
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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
7
Regulatory assets under management
| Total Number of Accounts | 313 |
| AUM (Assets Under Management) | $ 49,075,182 |
Red Flags
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Company Information
LIFETIME FINANCIAL, INC.
CRD#: 161124Walnut Creek, CA 94597TRUST BUT VERIFY
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