Allen
Sandlin
Lifecourse Capital, Inc
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About this Advisor
Allen Sandlin is a financial advisor operating out of Madison, Alabama who has 13 years of relevant experience. Sandlin is an advisor for Lifecourse Capital, Inc. During their career, the advisor has held roles at Next Financial Group, Inc and Lifecourse Capital, Inc. Sandlin has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Alabama. Lifecourse Capital, Inc is a registered investment company operating out of Madison, AL. It manages $109 million in total assets among its 1,469 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,469 client accounts, 20% are associated with high-net-worth clients who have greater than $1 million in assets. Lifecourse Capital, Inc performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically are based on the financial services provided. However, fee types charged by Lifecourse Capital, Inc most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifecourse Capital, Inc Brokerage Details
$109,309,162
4
1,469
$74,411
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Allen Sandlin Work History
Allen has been registered as a financial advisor for 13 years.*
Lifecourse Capital, Inc
Next Financial Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Allen Sandlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lifecourse Capital, Inc
Madison, AL
Huntsville, AL
Madison, AL
Madison, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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