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Phillip Leroy Ingle

Lifetime Financial, Inc.

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About Phillip Leroy Ingle

Phillip Leroy Ingle is a registered investment advisor representative with Lifetime Financial, Inc. Phillip is a registered investment advisor in California. Phillip has been in the securities industry since 1997. Phillip has a Series 6, 63, and 65 license.

Firm Information

Phillip Ingle is currently registered with Lifetime Financial, Inc.. Lifetime Financial, Inc. is an investment advisor with 9 investment advisor representatives and 4 licensed agents. They manage approximately $42.70 million in regulatory assets for 237 clients. The firm provides portfolio management for individuals and selection of other advisors. They primarily serve high net worth individuals and individuals other than high net worth.

$42.70M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Acts as a solicitor

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Phillip Ingle’s Registration & Firm History

CA

01/09/2025 - Present

Lifetime Financial, Inc. (Aliso Viejo CA)

CA

08/25/1997 - 02/01/1999

SAN CLEMENTE SECURITIES, INC. (SAN CLEMENTE CA)

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Licenses & Designations

IA

Issued 12/31/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Phillip Leroy Ingle. Review regulatory record here.
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