Devin Born, financial advisor Sinking Spring PA

Devin Born

CRD Number: 2275635
Current Firm: Lifemark Securities Corp.

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.

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Company Name Location Dates Years
Lifemark Securities Corp. Rochester, NY Jun 2016 - Current 7
Tax Preparation Services Sinking Spring, PA Jun 2017 - Jan 2020 2
B&d Financial Services Sinking Spring, PA Jan 1999 - Apr 2019 20
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Sep 2007 - Jun 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination May 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Devin A. Born
Phone Number: 585-424-5672
Registered State(s):
  • FL
  • MD
  • MA
  • MN
  • NJ
  • NC
  • PA
  • TX
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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