Alexandre Georgiev, financial advisor Rochester NY
93 score

Alexandre Georgiev

CRD Number: 5307830
Current Firm: Lifemark Securities Corp.

Alexandre Georgiev (CRD# 5307830) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lifemark Securities Corp. Rochester, NY Mar 2007 - Current 9
Unemployed Staten Island, NY Feb 2007 - Mar 2007 < 1
Professional Break Dancer New York, NY Jun 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Alexandre Georgiev
Phone Number: 585-424-5672
Firm Website: http://www.lifemark.com/
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    326
    ACCOUNTS
  • Average Account Value
    $99,951
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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