Lifemark Securities Corp.
Lifemark Securities Corp. (CRD# 16204) is a financial advisory firm headquartered in Rochester, NY. They manage $246,107,839 in 1,231 accounts and serve the financial needs of clients across 46 states (or territories).
-
Total Assets Under Management246MILLION
-
Total Number of Accounts1,231ACCOUNTS
-
Average Account Value$199,925
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Charles Aguillard (CRD# 2689932) is an Investment Advisor Representative working at Lifemark Securities Corp. in Eunice, LA and has over 26 years of experience in the finance industry.
Loren Bailey (CRD# 2693049) is an Investment Advisor Representative working at Lifemark Securities Corp. in Mt. Vernon, NY and has over 26 years of experience in the finance industry.
Samuel Barber (CRD# 4750380) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 19 years of experience in the finance industry.
Sara Berkowicz (CRD# 2111889) is an Investment Advisor Representative working at Lifemark Securities Corp. in Skokie, IL and has over 22 years of experience in the finance industry.
Linda Black (CRD# 4199042) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 23 years of experience in the finance industry.
Devin Born (CRD# 2275635) is an Investment Advisor Representative working at Lifemark Securities Corp. in Sinking Spring, PA and has over 30 years of experience in the finance industry.
John Busey (CRD# 2982127) is an Investment Advisor Representative working at Lifemark Securities Corp. in Alpharetta, GA and has over 26 years of experience in the finance industry.
Dennis Butterfield (CRD# 819354) is an Investment Advisor Representative working at Lifemark Securities Corp. in Windham, NH and has over 39 years of experience in the finance industry.
Anthony Constantine (CRD# 2427074) is an Investment Advisor Representative working at Lifemark Securities Corp. in Mentor, OH and has over 25 years of experience in the finance industry.
Steven Cross (CRD# 1131678) is an Investment Advisor Representative working at Lifemark Securities Corp. in Ocala, FL and has over 37 years of experience in the finance industry.