ChFC

Vincent Delfranco

32 Years of Experience

Scottsdale, AZ

1 DisclosureSells Insurance

Vincent Delfranco is a ChFC-designated registered investment advisor at Lifetyme Financial Advisors, LLC, based in Scottsdale, AZ, with 32 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.

Lifetyme Financial Advisors, LLC

Compensation

N/A

Firm Size

6 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Minimum Investment:None

Investment management only (planning not offered)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $500K	0.99%
$500K - $1.0M	0.99%
$1.0M - $4.0M	0.99%
$4M+	0.99%

Fees are negotiable based on asset amount and model portfolio chosen. Matson Money charges an additional 0.50% annual fee through underlying funds, bringing total combined fees to 1.49%.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

View Full SEC Brochure

Location

14362 N. Frank Lloyd Wright Blvd., Suite 1240, Scottsdale, AZ, 85260

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

September 2015

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Vincent is the CEO/Licensed Insurance Agent for Allstar Financial Group, LLC, and a Member/Insurance Agent for Lifetyme Financial Group, LLC, both involving insurance product sales and services. He is also a Member of Lifetyme Financial, LLC, a marketing and recruiting company; each of these activities takes about a quarter of Vincent's time.

Employment History

Current Registrations

Lifetyme Financial Advisors, LLC

January 2012 - Present · 14 yrs 9 mos

Previous Registrations

Brokers International Financial Services, LLC

May 2011 - December 2011 · 7 mos

Brokers International Financial Services, LLC.Broker

April 2011 - December 2011 · 8 mos

Investment Advisors International, INC.

May 2008 - April 2011 · 2 yrs 11 mos

World Group Securities, INC.Broker

April 2002 - April 2011 · 9 yrs

Wma Securities, INC.Broker

June 1994 - April 2002 · 7 yrs 10 mos

Foresters Equity Services, INC.Broker

February 1994 - June 1994 · 4 mos

State Registrations12 states

AKAZCACOCTFLGAILMNNJSCTX

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

More Advisors

Michael Juilfs, CFP
Commonwealth Financial Network
Richard Siegel, CFP
Arq Wealth Advisors, LLC
Ryan Cox, CFP
Dew Wealth Management
Jackson Pauley, CFP
Vanguard Advisers, INC.
Lily Anderson, CFP
Vanguard Advisers, INC.
Matthew Cherry, CFP
Able Financial Group, LLC

More financial advisors in Scottsdale, AZ →All financial advisors in Arizona →