Lifecourse Capital, Inc
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
Years of Experience
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Lifecourse Capital, Inc Brokerage Details
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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.
Lifecourse Capital, Inc
Next Financial Group, Inc
Allen Sandlin has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lifecourse Capital, Inc