Allen
Sandlin

Lifecourse Capital, Inc

CRD#5655199
Investment Advisor
in Madison, AL

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About this Advisor

Allen Sandlin is a financial advisor based in Madison, Alabama, who has been in the industry for 11 years. Sandlin works at Lifecourse Capital, Inc. Their career trajectory has included roles at Next Financial Group, Inc and Lifecourse Capital, Inc. Sandlin holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama and Tennessee. Lifecourse Capital, Inc is a registered investment business that has its headquarters in Madison, Alabama. It manages $76 million in assets under management across its 2,352 customer accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 2,352 client accounts, just 11% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely depend on which services the firm provides the client. Fees charged by Lifecourse Capital, Inc most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

8331 Madison Blvd Suite 100
Madison, AL 35758

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Lifecourse Capital, Inc Brokerage Details

Total Assets Under Management

$76,409,032

AL Average: $1,620,585,161
Total Number of Employees

5

AL Average: 52
Total Number of Accounts

2,352

AL Average: 1,560
Average Account Size

$32,487

AL Average: $1,038,837

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Allen Sandlin Work History

Allen has 11 years of experience.

2010 - Present (11 years)

Lifecourse Capital, Inc

2009 - Present (12 years)

Next Financial Group, Inc

Disclosures

Allen Sandlin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lifecourse Capital, Inc

Allen Sandlin
Madison, AL
David Williams
Huntsville, AL
Michael Jones
Madison, AL
Stephen Williams
Madison, AL

This content was compiled from the SEC and FINRA.

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