Gladys
Limones
Lifesteps Financial
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About this Advisor
Gladys Limones is a financial advisor working in Claremont, California with 13 years of relevant experience. Limones is currently employed by Lifesteps Financial. They have worked at Lifesteps Financial for their whole career. Limones maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to serve investors in California. Lifesteps Financial is a registered investment firm that has its headquarters in Claremont, CA. The firm has a total of six people on staff. It has $263 million in total assets among its 891 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 891 accounts, just 13% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial advice depend on which service is offered. Fee types charged by Lifesteps Financial can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifesteps Financial Brokerage Details
$262,829,465
6
891
$294,983
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Gladys Limones Work History
Gladys has been registered as a financial advisor for 13 years.*
Foothill Financial Advisors, 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 Gladys Limones 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 Lifesteps Financial
Claremont, CA
Claremont, CA
Claremont, CA
Claremont, CA
Claremont, CA
Claremont, CA
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