Sharon Ruth Hicklin

Lifetime Financial, INC.

10 Years of Experience

1 Disclosure

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Areas of Practice

Investment ManagementHigh Net Worth

Lifetime Financial, INC.

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

Location

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

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History

Regulatory History (1)

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Employment Separation After Allegations

January 2015

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Other Business Activities

Sharon works as a business consultant, providing project and event management consulting services. She receives a nominal consulting fee on a per project basis, earning less than $10,000 per year.