Mark Waskow, financial advisor Barre VT

Mark Waskow

CRD Number: 1518572
Current Firm: Lifemark Securities Corp.

Mark Waskow (CRD# 1518572) is an Investment Advisor Representative working at Lifemark Securities Corp. in Barre, VT and has over 37 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lifemark Securities Corp. Rochester, NY Oct 2018 - Current 5
Paralegal Services Barre, VT Oct 2007 - Current 16
Bookkeeping Barre, VT Apr 2007 - Current 17
Twg Consulting Group Dba Barre, VT Oct 1992 - Current 31
The Waskow Group Dba Barre, VT Apr 1987 - Current 37
Foresters Equity San Diego, CA Apr 2015 - Oct 2018 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1986
S65 NASAA Investment Advisors Law Examination Dec 1996
Contact Info for Mark S. Waskow
Phone Number: 585-424-5672
Firm Website: https://www.lifemark.com
Registered State(s):
  • FL
  • MA
  • NH
  • NM
  • NY
  • RI
  • TX
  • VT
  • VA
By the Numbers
  • Total Assets Under Management
    246
    MILLIONS
  • Total Number of Accounts
    1,231
    ACCOUNTS
  • Average Account Value
    $199,925
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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