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

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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.

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Other Business ActivitiesSells Insurance

Marjan is the CEO/CTO of AZIG LLC, focusing on IT, software, and marketing, dedicating about 20% of their time. Marjan also works as an insurance agent for both AZIG LLC and LifeTyme Financial Group, LLC, and is a board member for Anahita.

Employment History
Current Registrations
Lifetyme Financial Advisors, LLC
August 2022 - Present · 3 yrs 5 mos
State Registrations2 states
AZCA
Advisor
Exams
No exam information available for this advisor.