LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC of NATIONAL HARBOR, MD is an SEC-registered investment adviser (CRD 133399). Regulatory assets under management: $6.5M.
| Name | Role | Location |
|---|---|---|
| WALDER CAROLYN THOMPSON | PRESIDENT; PRESIDENT AND MANAGING MEMBER | — |
| BATCHELOR DIANA JANE | CEO, CFO, CIO, CCO; CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; COE, CFO, CIO, CCO (+1 more) | — |
| NAGLE DAVID LAWRENCE | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |