RL
RL

Randall Albert Luebke

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
320 clients
Average Client Portfolio
$153K average
Assets Under Management
$49.1M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Loading...

Location

260 Newport Center Dr Ste 100, Newport Beach, CA, 92660

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Randall is a licensed insurance agent and owner of Lifetime Insurance Services since 2011, dedicating about half his time to this activity. He is also a real estate and mortgage broker for United American Mortgage, spending about 10% of his time on this.

Employment History
Current Registrations
Lifetime Financial, INC.
April 2012 - Present · 13 yrs 10 mos
State Registrations5 states
AZCAHIUTWA
Advisor
Exams
No exam information available for this advisor.