CS
Firm Information
Compensation
N/A
Number of Advisors
6 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Leong Ngu receives commissions from the sale of insurance products.
Areas of Practice
Insurance Planning
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Advisor Information
Office location
14362 N. Frank Lloyd Wright Blvd., Suite 1240, Scottsdale, AZ, 85260
Get directionsRegulatory 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
Catherine works as an insurance agent for LifetyMe Financial Group, LLC since 2019. This activity takes about half of Catherine's time.
Employment History
Current Registrations
Lifetyme Financial Advisors, LLC
October 2019 - Present · 6 yrs 3 mos
State Registrations7 states
AKAZCACOFLILTX
Advisor
Exams
No exam information available for this advisor.