Shawn D. Minnich
Professional summary
Shawn D Minnich Dr., who also goes by Shawn D Minnich, is a registered financial advisor currently at LIFETIME FINANCIAL FOUNDATIONS, LLC located in York, Pennsylvania.
Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Shawn has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Shawn D Minnich Dr.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
April 25, 2019 - Present
LIFETIME FINANCIAL FOUNDATIONS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/25/2019)
Current Firm
LIFETIME FINANCIAL FOUNDATIONS, LLC
CRD#: 300683 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 322 |
| AUM (Assets Under Management) | $ 31,000,000 |
Red Flags
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