Robert Frank, financial advisor Pearl River NY

Robert Frank

CRD Number: 1455254
Current Firm: Lifemark Securities Corp.

Robert Frank (CRD# 1455254) is an Investment Advisor Representative working at Lifemark Securities Corp. in Pearl River, NY and has over 38 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
Ship Shape Financial LLC Brunswick, ME Mar 2013 - Current 11
Foresters Equity Services, Inc. Brunswick, ME Aug 2013 - Oct 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
S65 NASAA Investment Advisors Law Examination Sep 1995
Contact Info for Robert E. Frank
Phone Number: 585-424-5672
Registered State(s):
  • FL
  • ME
By the Numbers
  • Total Assets Under Management
    256
    MILLIONS
  • Total Number of Accounts
    1,963
    ACCOUNTS
  • Average Account Value
    $130,585
Compensation Options
  • A percentage of assets under your management
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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