AP
Alishia A. Parkhill
LIFETIME FINANCIAL
Takoma Park, MD 20912
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CRD#: 7989108
AP
Professional summary
Alishia Ann Parkhill is a registered financial advisor currently at LIFETIME FINANCIAL located in Takoma Park, Maryland.
Alishia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Alishia 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.
CRS (Client Relationship Summary) - RIA
Click below to view Alishia Ann Parkhill'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
October 10, 2024 - Present
LIFETIME FINANCIAL
Office #1: 7000 Carroll Ave Ste 201a, Takoma Park, MD 20912RIA
CRD#: 312171
Takoma Park, MD
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
Maryland(10/10/2024)
Current Firm
LF
LIFETIME FINANCIAL
LIFETIME FINANCIAL | LIFETIME FINANCIAL LLC
CRD#: 312171 / SEC#:
Maryland
Registered Investment Advisory firm - (1/13/2021 Approved)Texas
Registered Investment Advisory firm - (2/12/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7000 Carroll Ave Ste 201a, Takoma Park, MD 20912
Mailing Address
302 Lincoln Ave, Takoma Park, MD 20912
Phone number
(202) 350-1515
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 140 |
| AUM (Assets Under Management) | $ 21,347,461 |
Red Flags
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