LifePlan Group: Detailed Company Information & Corporate Profile

Contact top employees from LifePlan Group

Summary

LifePlan Group is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Raleigh, North Carolina, USA. The number of employees ranges from 25 to 100. The annual revenue of LifePlan Group varies between 1 and 10M. To connect with LifePlan Group employee register on SignalHire.

LifePlan Group Websitelifeplangroup.com
Phone Number1-402-598-2167
Industries
LifePlan Group Headquarters address7201 Creedmoor Rd, Raleigh, North Carolina, 27613 US
Company Size1-10 employees
SpecialtiesWealth Management, Retirement Income Planning, Tax Planning, Estate Planning
SIC Code7380
DMA CodeResearch Triangle
Founded2003
Estimated Annual Revenue$1 - 10M
Operating StatusIndependent Company

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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LifePlan Group's workforce includes employees across a wide range of tenure levels.

40% have been with the company for 3 to 4 years40% have been with the company for 5 to 7 years20% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from LifePlan Group
Alex Sutherland
Alex SutherlandPresident; Investment Advisor
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Allison Filbert Couzens
Allison Filbert CouzensDirector of Client Relations
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Ken Sutherland
Ken SutherlandFounder and Investment Advisor
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Brooks Nichols
Brooks NicholsParaplanner
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Kendall Nickel
Kendall NickelMarketing Manager
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Alberto Sanchez
Alberto SanchezClient Service Manager
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Rob Wilson
Rob WilsonInvestment Advisor
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Ryan Wahlers
Ryan WahlersClient Service Associate
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LifePlan Group Corporate Information: FAQ

LifePlan Group operates in the Finance industries. More details can be found on the official website: lifeplangroup.com.
LifePlan Group has offices located in Raleigh, US.
The headquarters of LifePlan Group are located in Raleigh, United States.
You can contact LifePlan Group by phone at 1-402-598-2167.
LifePlan Group currently employs 1-10 people.
LifePlan Group's revenue is approximately 6.3M.

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