Sylvia McCrackin has been an investment adviser representative at Lifetime Wealth Management P.C. since June 2023, and is not listed among the firm’s executive officers or direct owners.
Lifetime Wealth Management P.C. is a Rockwall, TX firm with $217M under management, 119 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Beth McCrackin is Financial Advisor / Client Services / Director of Compliance of Lifetime Wealth Management. She joined the firm as a financial advisor and has worked with business owners and high net worth individuals with complex estates and business structures. She serves in multiple capacities with the Rockwall Chamber of Commerce, Rotary, and Rockwall Women's League.
Sylvia McCrackin’s longest registration was 5 years at Edward Jones (2017–2023). Before joining Lifetime Wealth Management P.C. in 2023, Sylvia McCrackin was registered through Edward Jones.
- – present · 3 yearsRockwall, TX · Adviser representative · Firm CRD 145492
- Edward Jones– · 5 yearsHeath, TX · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Sylvia McCrackin is registered as an investment adviser representative in Texas, since June 2023.
- TexasSince 9 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 August 2017 |
| Series 7 | General Securities Representative Examination | 27 July 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Sylvia Beth McCrackin
- CRD
- 6786730
- Firm
- Lifetime Wealth Management P.C. · CRD 145492
- Office
- 560 E. INTERSTATE HWY 30, STE 110, Rockwall, TX 75087
- Registration
- Investment adviser registration
- In the industry since
- July 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifetimewealthmanagement.com
Where does Sylvia McCrackin work?
Sylvia McCrackin is an investment adviser representative registered through Lifetime Wealth Management P.C. since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Sylvia McCrackin a financial advisor?
Yes. Sylvia McCrackin has a current investment-adviser registration in Texas, through Lifetime Wealth Management P.C. since June 2023.
How many years of experience does Sylvia McCrackin have?
Sylvia McCrackin has 9 years in the financial industry, since July 2017, across 2 adviser firms.
What exams has Sylvia McCrackin passed?
Sylvia McCrackin has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2017. FINRA credited Sylvia McCrackin with the SIE, which began in October 2018.
Where is Sylvia McCrackin based?
Sylvia McCrackin’s registered office is in Rockwall, TX.
Is Sylvia McCrackin registered with FINRA?
No. Sylvia McCrackin has no current broker registration.
How can I verify Sylvia McCrackin’s record?
Search CRD 6786730 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sylvia McCrackin’s full registration record.
