William Francis (CRD# 4890722) is an Investment Advisor Representative working at Lifemark Securities Corp. in Poughkeepsie, NY and has over 19 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5619407
Edward Jones
CRD# 5727035
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifemark Securities Corp. | Rochester, NY | Jan 2016 - Current | 8 |
| Independent Insurance Agent | Poughkeepsie, NY | Jan 2016 - Current | 8 |
| Massmutual Life Insurance Company | Poughkeepsie, NY | Jun 2011 - Dec 2015 | 4 |
| Mml Investors Services | Poughkeepsie, NY | Jun 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2005 |
- NY
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Total Assets Under Management246MILLIONS
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Total Number of Accounts1,231ACCOUNTS
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Average Account Value$199,925
- A percentage of assets under your management
- Hourly charges
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