Advisor at Lifetime Financial Advisors Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lifetime Financial Advisors Inc
Location
Encinitas, CA 92024-4359
Credentials
Series 63, Series 66
Industry experience
24 years
Brian Field is a financial advisor with LPL Financial based in Carlsbad, CA, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has been associated with LPL Financial since 2012 and has operated Lifetime Financial Advisors, Inc. since 2014. His other business activities include involvement with non-variable insurance through Policy Genius and North American Company. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers multiple delivery options, supported by an in-house research team, and combines large-scale advisory operations with various non-advisory product offerings.
Based on Lifetime Financial Advisors Inc
Associated persons who are registered representatives may receive normal and customary commissions for securities transactions
Standard hourly rate of $250; hourly fees from $50 to $250 for special projects
Annual retainer fee of $500 - $5,000 per year, billed monthly
Fee-only: Hourly fees ranging from $50 to $250 per hour; Financial Planning fees from $2,500 to $25,000; Annual retainer fees from $500 to $5,000 per year charged monthly; Participant Retirement Program flat fees from $150 to $500
2210 Encinitas Blvd Ste C
Encinitas, CA 92024-4359
California · Texas
Lifetime Financial Advisors, Inc.
2014 - Present (12 years)
LPL FINANCIAL
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Poway, CA
Pearson, Frederick, Norman Jr.
CFP®
Vista, CA
Confianza Wealth Management
WHY JERRY CHOSE TO BE A FINANCIAL PLANNER: His lack of financial literacy was not by choice. It was because personal finance was not taught in school or in his community. As a first-generation wealth builder, Jerry's money journey has been shaped by a profound understanding of both cultural and financial expectations. His experiences have uniquely positioned him to empathize with the challenges faced by first-generation families, inspiring a distinctive approach to financial guidance. His moment of profound solitude occurred during his transition from the Marine Corps back to civilian life. In uniform, Jerry felt in control, with camaraderie, financial stability, and a consistent salary. However, the day he left, all that stability vanished giving way to a cascade of emotions - depression, anxiety, and fear. Jerry, who had grown up facing financial hardships, relying on food stamps, and public aid, knew it was time to stop merely talking about wanting to build wealth and start acting. The realization struck deep: He needed to make a difference not just for himself, but for others facing similar issues. Motivated by a desire to help his family and friends, Jerry decided to be the guide he wished he'd had. He obtained his license, college degree, and joined a firm not only to enhance his life but the lives of other 1st-time wealth builders. After a few years of helping high net worth individuals grow their assets, Jerry felt the firm wasn't built to help families like his. In 2024, Jerry took the leap and launched Confianza Wealth Management as a guide for aspiring wealth builders. Jerry is on a mission to empower 1st-time wealth building families. Jerry wants to bridge the financial planning accessibility gap by helping these millennial families take control of their financial futures.
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Oceanside, CA
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