Alishia Ann Creekmore
Advisor at Lifetime Financial — Takoma Park, MD
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.
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.
Credentials
Series 65
Experience Industry experience
1 year
Location
Takoma Park, MD 20912
Lifetime Financial
Supported
Total advisors
2Clients per advisor
15 Very LowAvg AUM per client
$1,538,918 HighHNW client ratio
72% Very HighAlishia Parkhill is a financial advisor at Lifetime Financial with one year of industry experience. She holds a Series 65 credential and has previously worked at Coalition to Transforming Advanced Care, Capote Ventures, and LeadingAge. Lifetime Financial provides ongoing financial planning and investment management to individual and high-net-worth clients, focusing on professionals in nonprofits, higher education, and government sectors. The firm employs a systematic, asset-allocation-centered investment approach using low-cost index funds and ETFs, with an emphasis on diversification, tax-aware strategies, and life-centered planning that integrates career, philanthropy, and cash-flow coaching.
Based on Lifetime Financial
$0 - $2,000,000: 0.75% $2,000,001+: 0.25%
$300 to $450 per hour for custom planning engagements
Minimum fee: $7,200 annual minimum advisory fee, may be reduced or waived at firm's discretion Fee-only: Fee-only advisory fees based on assets under management and hourly fees for custom engagements
Takoma Park, MD
7000 Carroll Ave, Ste 201 A
Takoma Park MD 20912
Advisors at this office
2
Maryland
1 year of industry experience
Lifetime Financial
2024 - Present • 2 years
Takoma Park, MD
Lifetime Financial
2022 - 2024 • 2 years
Takoma Park, MD
Coalition to Transforming Advanced Care
2021 - 2022 • 1 year
Washington, DC
Capote Ventures
2018 - 2021 • 3 years
Silver Spring, MD
LeadingAge
2011 - 2018 • 7 years
Washington, DC
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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